Inspire Investing’s Ameresco AMRC Stock Holding History

Inspire Investing’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 Q4	–	Sell	-13,386	Closed	-$450K	–	1115
2025 Q3	$450K	Sell	13,386 -12,351	-48%	-$283K	0.04%	720
2025 Q2	$391K	Sell	25,737 -2,951	-10%	-$38.6K	0.04%	474
2025 Q1	$347K	Buy	28,688 +11,611	+68%	+$210K	0.04%	368
2024 Q4	$401K	Buy	17,077 +6,291	+58%	+$182K	0.04%	543
2024 Q3	$409K	Sell	10,786 -7,917	-42%	-$245K	0.04%	726
2024 Q2	$539K	Buy	18,703 +3,797	+25%	+$105K	0.06%	292
2024 Q1	$360K	Buy	14,906 +2,869	+24%	+$64.3K	0.04%	503
2023 Q4	$381K	Buy	12,037 +4,029	+50%	+$121K	0.04%	750
2023 Q3	$309K	Buy	8,008 +1,607	+25%	+$77.7K	0.04%	448
2023 Q2	$311K	Buy	6,401 +842	+15%	+$37.9K	0.04%	765
2023 Q1	$274K	Buy	5,559 +1,417	+34%	+$75.1K	0.03%	531
2022 Q4	$237K	Buy	+4,142	New	+$252K	0.03%	410

Other funds holding AMRC

Wellington Management Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO)

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

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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