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
2026
Q2 		$295K Buy
+10,686
New +$309K ﹤0.01% 5474
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

LPL Financial's AMRC Position: Q2 2026 in Review

LPL Financial opened a new position in Ameresco (AMRC) in Q2 2026: 10,686 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #5474 among its holdings. This is a return to the name: LPL Financial previously reported a position in AMRC as recently as Q4 2024.

LPL Financial first reported a position in AMRC in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.29M in Q3 2024. 184 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • LPL Financial held 10,686 shares of Ameresco worth $295K as of Q2 2026.
  • Ameresco was a new LPL Financial position in Q2 2026.
  • Ameresco made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5474 holding.
  • LPL Financial first reported a position in Ameresco in Q3 2020 and has held it in 19 quarters since.
  • LPL Financial's Ameresco position peaked at $2.29M in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.