Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ameresco AMRC Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$20.2K Buy
792
+1
+0.1% +$30 ﹤0.01% 4410
2025
Q4 		$23K Buy
791
+3
+0.4% +$105 ﹤0.01% 4080
2025
Q3 		$26K Buy
788
+20
+3% +$458 ﹤0.01% 3958
2025
Q2 		$12K Buy
768
+552
+256% +$7.22K ﹤0.01% 4188
2025
Q1 		$3K Sell
216
-219
-50% -$3.97K ﹤0.01% 4597
2024
Q4 		$10K Buy
435
+17
+4% +$491 ﹤0.01% 3840
2024
Q3 		$16K Buy
418
+32
+8% +$989 ﹤0.01% 3488
2024
Q2 		$11K Sell
386
-199
-34% -$5.49K ﹤0.01% 3463
2024
Q1 		$14K Buy
585
+327
+127% +$7.33K ﹤0.01% 3120
2023
Q4 		$8K Buy
258
+211
+449% +$6.36K ﹤0.01% 3269
2023
Q3 		$2K Sell
47
-13
-22% -$628 ﹤0.01% 3749
2023
Q2 		$3K Sell
60
-83
-58% -$3.74K ﹤0.01% 3594
2023
Q1 		$7K Buy
143
+86
+151% +$4.56K ﹤0.01% 3119
2022
Q4 		$3K Buy
57
+11
+24% +$670 ﹤0.01% 3369
2022
Q3 		$3K Sell
46
-79
-63% -$4.85K ﹤0.01% 3262
2022
Q2 		$6K Sell
125
-78
-38% -$4.34K ﹤0.01% 2847
2022
Q1 		$16K Buy
203
+193
+1,930% +$12.2K ﹤0.01% 2209
2021
Q4 		$1K Buy
+10
New +$800 ﹤0.01% 3239

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s AMRC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ameresco (AMRC) stake by 0.13% in Q1 2026, buying an estimated $30 and bringing the position to 792 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4410.

Carson Wealth (CWM LLC) first reported a position in AMRC in Q4 2021 and has held it in 18 quarters since. The position peaked at $26K in Q3 2025. 187 funds tracked by Wall St. Rank hold AMRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 792 shares of Ameresco worth $20.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 Ameresco share in Q1 2026, an estimated $30.
  • Ameresco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4410 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ameresco in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Ameresco position peaked at $26K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Ameresco as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.