EverSource Wealth Advisors’s Ameresco AMRC Stock Holding History

EverSource Wealth 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 Q2	$5.35K	Sell	194 -14	-7%	-$405	﹤0.01%	3251
2026 Q1	$5.3K	Buy	208 +5	+2%	+$150	﹤0.01%	3240
2025 Q4	$5.95K	Buy	203 +40	+25%	+$1.4K	﹤0.01%	3052
2025 Q3	$5.47K	Hold	163	–	–	﹤0.01%	3123
2025 Q2	$2.48K	Buy	163 +3	+2%	+$39	﹤0.01%	3433
2025 Q1	$1.93K	Buy	160 +143	+841%	+$2.59K	﹤0.01%	2946
2024 Q4	$399	Sell	17 -92	-84%	-$2.66K	﹤0.01%	3265
2024 Q3	$4.13K	Hold	109	–	–	﹤0.01%	2296
2024 Q2	$3.44K	Buy	109 +6	+6%	+$165	﹤0.01%	2351
2024 Q1	$2.16K	Buy	+103	New	+$2.31K	﹤0.01%	2357

Other funds holding AMRC

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Gagnon Advisors New York $157M AUM 36.77% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

EverSource Wealth Advisors's AMRC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ameresco (AMRC) stake by 6.7% in Q2 2026, selling an estimated $405 and leaving 194 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3251.

EverSource Wealth Advisors first reported a position in AMRC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.95K in Q4 2025. 44 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

EverSource Wealth Advisors held 194 shares of Ameresco worth $5.35K as of Q2 2026.
EverSource Wealth Advisors sold 14 Ameresco shares in Q2 2026, an estimated $405.
Ameresco made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3251 holding.
EverSource Wealth Advisors first reported a position in Ameresco in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Ameresco position peaked at $5.95K in Q4 2025.
44 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.