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CoreCap Advisors’s Ameresco AMRC Stock Holding History

CoreCap Advisors’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 		– Sell
-1,500
Closed -$43.9K – 2941
2025
Q4 		$43.9K Hold
1,500
– – ﹤0.01% 1388
2025
Q3 		$50.4K Buy
+1,500
New +$34.3K ﹤0.01% 1325
2025
Q2 		– Sell
-323
Closed -$3.9K – 2778
2025
Q1 		$3.9K Buy
+323
New +$5.85K ﹤0.01% 2161

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
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

CoreCap Advisors's AMRC Position: Q1 2026 in Review

CoreCap Advisors sold out of Ameresco (AMRC) in Q1 2026, closing a stake of 1,500 shares — an estimated $43.9K sold.

CoreCap Advisors first reported a position in AMRC in Q1 2025 and held it in 3 quarters. The position peaked at $50.4K in Q3 2025. 187 funds tracked by Wall St. Rank hold AMRC as of Q1 2026.

  • CoreCap Advisors reported no remaining Ameresco position as of Q1 2026 after selling out during the quarter.
  • CoreCap Advisors sold 1,500 Ameresco shares in Q1 2026, an estimated $43.9K.
  • CoreCap Advisors first reported a position in Ameresco in Q1 2025 and held it in 3 quarters.
  • CoreCap Advisors's Ameresco position peaked at $50.4K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Ameresco as of Q1 2026.

Based on CoreCap Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.