Position in AMP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$22,938
-$1,948 QoQ
Shares Held
50
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,238
of 1,374 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Clean Yield Group holds $12,187,116 across 11 Asset Management names. AMP ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
167,397 | $6,536,852 | |
| 2 | STT |
State Street Corp
|
30,276 | $5,134,809 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
10,971 | $128,799 | |
| 4 | NXP |
Nuveen Select Tax Free Income Portfolio
|
6,653 | $95,204 | |
| 5 | NUW |
Nuveen AMT-Free Municipal Value Fund
|
6,428 | $92,434 | |
| 6 | PFG |
Principal Financial Group Inc
|
484 | $52,165 | |
| 7 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
5,231 | $51,316 | |
| 8 | TROW |
Price T Rowe Group Inc
|
351 | $39,905 |
All Filings in AMP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,938 | 50 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $24,886 | 56 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $53,937 | 110 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $54,037 | 110 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $58,710 | 110 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $53,252 | 110 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $58,567 | 110 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $51,679 | 110 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $42,719 | 100 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $43,844 | 100 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $37,983 | 100 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $46,484 | 141 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $46,834 | 141 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $50,879 | 166 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $51,687 | 166 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $41,823 | 166 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $39,454 | 166 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $82,599 | 275 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $70,255 | 266 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||