Atomi Financial Group’s Ameresco AMRC Stock Holding History

Atomi Financial Group’s Portfolio AMRC Stock Details AMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,676	Closed	-$627K	–	1208
2025 Q3	$627K	Buy	+18,676	New	+$427K	0.02%	554

Other funds holding AMRC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Atomi Financial Group's AMRC Position: Q4 2025 in Review

Atomi Financial Group sold out of Ameresco (AMRC) in Q4 2025, closing a stake of 18,676 shares — an estimated $627K sold.

Atomi Financial Group first reported a position in AMRC in Q3 2025 and held it in 1 quarter. The position peaked at $627K in Q3 2025. 188 funds tracked by Wall St. Rank hold AMRC as of Q4 2025.

Atomi Financial Group reported no remaining Ameresco position as of Q4 2025 after selling out during the quarter.
Atomi Financial Group sold 18,676 Ameresco shares in Q4 2025, an estimated $627K.
Atomi Financial Group first reported a position in Ameresco in Q3 2025 and held it in 1 quarter.
Atomi Financial Group's Ameresco position peaked at $627K in Q3 2025.
188 funds tracked by Wall St. Rank held Ameresco as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.