Summit Securities Group’s Altus Power AMPS Stock Holding History

Summit Securities Group’s Portfolio AMPS Stock Details AMPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,148	Closed	-$10.6K	–	1499
2025 Q1	$10.6K	Buy	+2,148	New	+$9.76K	﹤0.01%	542
2024 Q3	–	Sell	-9,978	Closed	-$39K	–	920
2024 Q2	$39K	Buy	+9,978	New	+$41.5K	0.01%	322
2024 Q1	–	Sell	-11,000	Closed	-$75K	–	973
2023 Q4	$75K	Sell	11,000 -7,750	-41%	-$42K	0.01%	365
2023 Q3	$98K	Buy	+18,750	New	+$115K	0.01%	225

Other funds holding AMPS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Summit Securities Group's AMPS Position: Q2 2025 in Review

Summit Securities Group sold out of Altus Power (AMPS) in Q2 2025, closing a stake of 2,148 shares — an estimated $10.6K sold.

Summit Securities Group first reported a position in AMPS in Q3 2023 and held it in 4 quarters. The position peaked at $98K in Q3 2023. 1 fund tracked by Wall St. Rank holds AMPS as of Q2 2025.

Summit Securities Group reported no remaining Altus Power position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 2,148 Altus Power shares in Q2 2025, an estimated $10.6K.
Summit Securities Group first reported a position in Altus Power in Q3 2023 and held it in 4 quarters.
Summit Securities Group's Altus Power position peaked at $98K in Q3 2023.
1 fund tracked by Wall St. Rank held Altus Power as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.