Elevated Financial Group’s Ameresco AMRC Stock Holding History

Elevated Financial 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
2026 Q1	–	Sell	-6,983	Closed	-$205K	–	135
2025 Q4	$205K	Buy	+6,983	New	+$245K	0.07%	126

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Elevated Financial Group's AMRC Position: Q1 2026 in Review

Elevated Financial Group sold out of Ameresco (AMRC) in Q1 2026, closing a stake of 6,983 shares — an estimated $205K sold.

Elevated Financial Group first reported a position in AMRC in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 187 funds tracked by Wall St. Rank hold AMRC as of Q1 2026.

Elevated Financial Group reported no remaining Ameresco position as of Q1 2026 after selling out during the quarter.
Elevated Financial Group sold 6,983 Ameresco shares in Q1 2026, an estimated $205K.
Elevated Financial Group first reported a position in Ameresco in Q4 2025 and held it in 1 quarter.
Elevated Financial Group's Ameresco position peaked at $205K in Q4 2025.
187 funds tracked by Wall St. Rank held Ameresco as of Q1 2026.

Based on Elevated Financial Group's 13F filing for Q1 2026, filed 11 May 2026.