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CGC Financial Services’s Ameresco AMRC Stock Holding History

CGC Financial Services’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
-15
Closed -$504 – 341
2025
Q3 		$504 Hold
15
– – ﹤0.01% 319
2025
Q2 		$228 Hold
15
– – ﹤0.01% 322
2025
Q1 		$181 Hold
15
– – ﹤0.01% 323
2024
Q4 		$352 Hold
15
– – ﹤0.01% 326
2024
Q3 		$569 Hold
15
– – ﹤0.01% 309
2024
Q2 		$432 Hold
15
– – ﹤0.01% 322
2024
Q1 		$362 Hold
15
– – ﹤0.01% 334
2023
Q4 		$475 Hold
15
– – ﹤0.01% 334
2023
Q3 		$578 Hold
15
– – ﹤0.01% 287
2023
Q2 		$729 Buy
+15
New +$676 ﹤0.01% 306

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

CGC Financial Services's AMRC Position: Q4 2025 in Review

CGC Financial Services sold out of Ameresco (AMRC) in Q4 2025, closing a stake of 15 shares — an estimated $504 sold.

CGC Financial Services first reported a position in AMRC in Q2 2023 and held it in 10 quarters. The position peaked at $729 in Q2 2023. 189 funds tracked by Wall St. Rank hold AMRC as of Q4 2025.

  • CGC Financial Services reported no remaining Ameresco position as of Q4 2025 after selling out during the quarter.
  • CGC Financial Services sold 15 Ameresco shares in Q4 2025, an estimated $504.
  • CGC Financial Services first reported a position in Ameresco in Q2 2023 and held it in 10 quarters.
  • CGC Financial Services's Ameresco position peaked at $729 in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Ameresco as of Q4 2025.

Based on CGC Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.