IFP Advisors’s Ameresco AMRC Stock Holding History

IFP 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	$166	Hold	6	–	–	﹤0.01%	4886
2026 Q1	$153	Hold	6	–	–	﹤0.01%	4664
2025 Q4	$176	Hold	6	–	–	﹤0.01%	4499
2025 Q3	$201	Buy	+6	New	+$137	﹤0.01%	4398
2025 Q2	–	Hold	0	–	–	–	4189
2025 Q1	–	Sell	-1	Closed	-$23	–	4315
2024 Q4	$23	Buy	+1	New	+$29	﹤0.01%	4428
2024 Q2	–	Sell	-32	Closed	-$772	–	3232
2024 Q1	$772	Hold	32	–	–	﹤0.01%	2908
2023 Q4	$1.01K	Buy	+32	New	+$965	﹤0.01%	2808
2022 Q4	–	Sell	-29	Closed	-$15K	–	4595
2022 Q3	$15K	Hold	29	–	–	﹤0.01%	3315
2022 Q2	$15K	Hold	29	–	–	﹤0.01%	3071
2022 Q1	$15K	Buy	+29	New	+$1.83K	﹤0.01%	3071
2021 Q1	–	Sell	-100	Closed	-$5.51K	–	3001
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	2304
2020 Q3	$3K	Buy	+100	New	+$3.03K	﹤0.01%	2330
2017 Q1	–	Sell	-305	Closed	-$2K	–	3971
2016 Q4	$2K	Hold	305	–	–	﹤0.01%	3612
2016 Q3	$2K	Hold	305	–	–	﹤0.01%	3543
2016 Q2	$1K	Buy	+305	New	+$1.39K	﹤0.01%	3574
2016 Q1	–	Sell	-305	Closed	-$2K	–	2388
2015 Q4	$2K	Buy	+305	New	+$1.97K	﹤0.01%	3294

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

IFP Advisors's AMRC Position: Q2 2026 in Review

IFP Advisors held its Ameresco (AMRC) position steady in Q2 2026 at 6 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #4886.

IFP Advisors first reported a position in AMRC in Q4 2015 and has held it in 16 quarters since. The position peaked at $15K in Q3 2022. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

IFP Advisors held 6 shares of Ameresco worth $166 as of Q2 2026.
IFP Advisors left its Ameresco share count unchanged in Q2 2026.
Ameresco made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4886 holding.
IFP Advisors first reported a position in Ameresco in Q4 2015 and has held it in 16 quarters since.
IFP Advisors's Ameresco position peaked at $15K in Q3 2022.
185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.