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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM