I
AMRC icon

INVST’s Ameresco AMRC Stock Holding History

INVST’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
Q1 		– Sell
-9,000
Closed -$211K – 280
2024
Q4 		$211K Sell
9,000
-5
-0.1% -$144 0.03% 236
2024
Q3 		$342K Buy
9,005
+5
+0.1% +$155 0.04% 192
2024
Q2 		$234K Hold
9,000
– – 0.03% 236
2024
Q1 		$225K Buy
+9,000
New +$202K 0.03% 216
2023
Q4 		– Sell
-9,000
Closed -$347K – 218
2023
Q3 		$347K Hold
9,000
– – 0.05% 159
2023
Q2 		$438K Hold
9,000
– – 0.06% 139
2023
Q1 		$372K Hold
9,000
– – 0.06% 132
2022
Q4 		$580K Hold
9,000
– – 0.09% 115
2022
Q3 		$561K Hold
9,000
– – 0.1% 111
2022
Q2 		$636K Hold
9,000
– – 0.1% 113
2022
Q1 		$467K Buy
+9,000
New +$568K 0.08% 120

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

INVST's AMRC Position: Q1 2025 in Review

INVST sold out of Ameresco (AMRC) in Q1 2025, closing a stake of 9,000 shares — an estimated $211K sold.

INVST first reported a position in AMRC in Q1 2022 and held it in 11 quarters. The position peaked at $636K in Q2 2022. 179 funds tracked by Wall St. Rank hold AMRC as of Q1 2025.

  • INVST reported no remaining Ameresco position as of Q1 2025 after selling out during the quarter.
  • INVST sold 9,000 Ameresco shares in Q1 2025, an estimated $211K.
  • INVST first reported a position in Ameresco in Q1 2022 and held it in 11 quarters.
  • INVST's Ameresco position peaked at $636K in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Ameresco as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.