CIBC Private Wealth Group’s Ameresco AMRC Stock Holding History

CIBC Private Wealth 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	-3,000	Closed	-$101K	–	3399
2025 Q3	$101K	Hold	3,000	–	–	﹤0.01%	1491
2025 Q2	$45.6K	Hold	3,000	–	–	﹤0.01%	1703
2025 Q1	$27.8K	Hold	3,000	–	–	﹤0.01%	1868
2024 Q4	$81.3K	Hold	3,000	–	–	﹤0.01%	1496
2024 Q3	$114K	Hold	3,000	–	–	﹤0.01%	1422
2024 Q2	$79K	Hold	3,000	–	–	﹤0.01%	1488
2024 Q1	$75K	Buy	+3,000	New	+$67.2K	﹤0.01%	1508
2022 Q4	–	Sell	-3,150	Closed	-$209K	–	863
2022 Q3	$209K	Sell	3,150 -45,043	-93%	-$2.77M	﹤0.01%	857
2022 Q2	$2.2M	Buy	+48,193	New	+$2.68M	0.01%	476
2018 Q3	–	Sell	-349	Closed	-$4K	–	1000
2018 Q2	$4K	Buy	+349	New	+$4.16K	﹤0.01%	1752
2018 Q1	–	Sell	-300	Closed	-$3K	–	1928
2017 Q4	$3K	Buy	+300	New	+$2.49K	﹤0.01%	1761

Other funds holding AMRC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $44.4B AUM 36.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

CIBC Private Wealth Group's AMRC Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of Ameresco (AMRC) in Q4 2025, closing a stake of 3,000 shares — an estimated $101K sold.

CIBC Private Wealth Group first reported a position in AMRC in Q4 2017 and held it in 11 quarters. The position peaked at $2.2M in Q2 2022. 189 funds tracked by Wall St. Rank hold AMRC as of Q4 2025.

CIBC Private Wealth Group reported no remaining Ameresco position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 3,000 Ameresco shares in Q4 2025, an estimated $101K.
CIBC Private Wealth Group first reported a position in Ameresco in Q4 2017 and held it in 11 quarters.
CIBC Private Wealth Group's Ameresco position peaked at $2.2M in Q2 2022.
189 funds tracked by Wall St. Rank held Ameresco as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.