LPL Financial
AMRC icon

LPL Financial’s Ameresco AMRC Stock Holding History

LPL Financial’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
-67,261
Closed -$1.55M – 5352
2024
Q4 		$1.55M Buy
67,261
+6,872
+11% +$198K ﹤0.01% 3110
2024
Q3 		$2.29M Buy
60,389
+8,755
+17% +$271K ﹤0.01% 2595
2024
Q2 		$1.49M Sell
51,634
-815
-2% -$22.5K ﹤0.01% 2878
2024
Q1 		$1.27M Buy
52,449
+20,973
+67% +$470K ﹤0.01% 2972
2023
Q4 		$997K Sell
31,476
-207
-0.7% -$6.24K ﹤0.01% 3048
2023
Q3 		$1.13M Buy
31,683
+2,395
+8% +$116K ﹤0.01% 2790
2023
Q2 		$1.42M Sell
29,288
-2,357
-7% -$106K ﹤0.01% 2551
2023
Q1 		$1.56M Buy
31,645
+944
+3% +$50K ﹤0.01% 2366
2022
Q4 		$1.66M Buy
30,701
+1,957
+7% +$119K ﹤0.01% 2222
2022
Q3 		$1.91M Sell
28,744
-1,777
-6% -$109K ﹤0.01% 2022
2022
Q2 		$1.3M Buy
30,521
+2,614
+9% +$145K ﹤0.01% 2356
2022
Q1 		$2.22M Buy
27,907
+7,230
+35% +$456K ﹤0.01% 1985
2021
Q4 		$1.67M Buy
20,677
+5,499
+36% +$440K ﹤0.01% 2226
2021
Q3 		$892K Buy
15,178
+1,713
+13% +$113K ﹤0.01% 2707
2021
Q2 		$845K Buy
13,465
+2,092
+18% +$113K ﹤0.01% 2707
2021
Q1 		$553K Buy
11,373
+2,446
+27% +$135K ﹤0.01% 2938
2020
Q4 		$466K Buy
8,927
+555
+7% +$23.9K ﹤0.01% 2821
2020
Q3 		$280K Buy
+8,372
New +$253K ﹤0.01% 2952

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

LPL Financial's AMRC Position: Q1 2025 in Review

LPL Financial sold out of Ameresco (AMRC) in Q1 2025, closing a stake of 67,261 shares — an estimated $1.55M sold.

LPL Financial first reported a position in AMRC in Q3 2020 and held it in 18 quarters. The position peaked at $2.29M in Q3 2024. 179 funds tracked by Wall St. Rank hold AMRC as of Q1 2025.

  • LPL Financial reported no remaining Ameresco position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 67,261 Ameresco shares in Q1 2025, an estimated $1.55M.
  • LPL Financial first reported a position in Ameresco in Q3 2020 and held it in 18 quarters.
  • LPL Financial's Ameresco position peaked at $2.29M in Q3 2024.
  • 179 funds tracked by Wall St. Rank held Ameresco as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.