CFS
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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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $39.1B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Trust Advisors
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