Creative Planning
AMRC icon

Creative Planning’s Ameresco AMRC Stock Holding History

Creative Planning’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 		$420K Buy
15,214
+3,038
+25% +$87.8K ﹤0.01% 3316
2026
Q1 		$310K Buy
12,176
+925
+8% +$27.7K ﹤0.01% 3406
2025
Q4 		$330K Buy
11,251
+136
+1% +$4.77K ﹤0.01% 3177
2025
Q3 		$373K Buy
11,115
+1,070
+11% +$24.5K ﹤0.01% 2977
2025
Q2 		$153K Buy
+10,045
New +$131K ﹤0.01% 3323
2014
Q2 		– Sell
-100
Closed -$1K – 3763
2014
Q1 		$1K Hold
100
– – ﹤0.01% 3473
2013
Q4 		$1K Sell
100
-740
-88% -$7.09K ﹤0.01% 3189
2013
Q3 		$8K Buy
840
+540
+180% +$4.89K ﹤0.01% 2541
2013
Q2 		$3K Buy
+300
New +$2.4K ﹤0.01% 2689

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Creative Planning's AMRC Position: Q2 2026 in Review

Creative Planning increased its Ameresco (AMRC) stake by 25% in Q2 2026, buying an estimated $87.8K and bringing the position to 15,214 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #3316.

Creative Planning first reported a position in AMRC in Q2 2013 and has held it in 9 quarters since. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Creative Planning held 15,214 shares of Ameresco worth $420K as of Q2 2026.
  • Creative Planning bought 3,038 Ameresco shares in Q2 2026, an estimated $87.8K.
  • Ameresco made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3316 holding.
  • Creative Planning first reported a position in Ameresco in Q2 2013 and has held it in 9 quarters since.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.