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Costello Asset Management’s Ameresco AMRC Stock Holding History

Costello Asset Management’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
Q2 		– Sell
-100
Closed -$2.55K – 711
2026
Q1 		$2.55K Hold
100
– – ﹤0.01% 619
2025
Q4 		$2.93K Hold
100
– – ﹤0.01% 611
2025
Q3 		$3.36K Hold
100
– – ﹤0.01% 586
2025
Q2 		$1.52K Hold
100
– – ﹤0.01% 639
2025
Q1 		$1.21K Buy
+100
New +$1.81K ﹤0.01% 633

Other funds holding AMRC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
KCIC
Kuhn & Co Investment Counsel Chicago, Illinois $173M AUM 27.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Costello Asset Management's AMRC Position: Q2 2026 in Review

Costello Asset Management sold out of Ameresco (AMRC) in Q2 2026, closing a stake of 100 shares — an estimated $2.55K sold.

Costello Asset Management first reported a position in AMRC in Q1 2025 and held it in 5 quarters. The position peaked at $3.36K in Q3 2025. 29 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Costello Asset Management reported no remaining Ameresco position as of Q2 2026 after selling out during the quarter.
  • Costello Asset Management sold 100 Ameresco shares in Q2 2026, an estimated $2.55K.
  • Costello Asset Management first reported a position in Ameresco in Q1 2025 and held it in 5 quarters.
  • Costello Asset Management's Ameresco position peaked at $3.36K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.