FGP
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Freestone Grove Partners’s Ameresco AMRC Stock Holding History

Freestone Grove Partners’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 		$183K Buy
6,623
+3,183
+93% +$92K ﹤0.01% 805
2026
Q1 		$87.7K Buy
+3,440
New +$103K ﹤0.01% 814
2025
Q4 		– Sell
-8,036
Closed -$270K – 728
2025
Q3 		$270K Buy
+8,036
New +$184K ﹤0.01% 625

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

Freestone Grove Partners's AMRC Position: Q2 2026 in Review

Freestone Grove Partners increased its Ameresco (AMRC) stake by 93% in Q2 2026, buying an estimated $92K and bringing the position to 6,623 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Freestone Grove Partners first reported a position in AMRC in Q3 2025 and has held it in 3 quarters since. The position peaked at $270K in Q3 2025. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Freestone Grove Partners held 6,623 shares of Ameresco worth $183K as of Q2 2026.
  • Freestone Grove Partners bought 3,183 Ameresco shares in Q2 2026, an estimated $92K.
  • Ameresco made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #805 holding.
  • Freestone Grove Partners first reported a position in Ameresco in Q3 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Ameresco position peaked at $270K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.