InceptionR’s Ameresco AMRC Stock Holding History

InceptionR’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
2025 Q3	–	Sell	-11,024	Closed	-$167K	–	662
2025 Q2	$167K	Buy	+11,024	New	+$144K	0.04%	583

Other funds holding AMRC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

InceptionR's AMRC Position: Q3 2025 in Review

InceptionR sold out of Ameresco (AMRC) in Q3 2025, closing a stake of 11,024 shares — an estimated $167K sold.

InceptionR first reported a position in AMRC in Q2 2025 and held it in 1 quarter. The position peaked at $167K in Q2 2025. 186 funds tracked by Wall St. Rank hold AMRC as of Q3 2025.

InceptionR reported no remaining Ameresco position as of Q3 2025 after selling out during the quarter.
InceptionR sold 11,024 Ameresco shares in Q3 2025, an estimated $167K.
InceptionR first reported a position in Ameresco in Q2 2025 and held it in 1 quarter.
InceptionR's Ameresco position peaked at $167K in Q2 2025.
186 funds tracked by Wall St. Rank held Ameresco as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.