PS
AMRC icon

Principal Securities’s Ameresco AMRC Stock Holding History

Principal Securities’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
Q2 		– Sell
-25
Closed -$587 – 3682
2025
Q1 		$587 Hold
25
– – ﹤0.01% 3319
2024
Q4 		$587 Hold
25
– – ﹤0.01% 3313
2024
Q3 		$949 Hold
25
– – ﹤0.01% 3150
2024
Q2 		$720 Hold
25
– – ﹤0.01% 3131
2024
Q1 		$603 Buy
+25
New +$560 ﹤0.01% 3117

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Principal Securities's AMRC Position: Q2 2025 in Review

Principal Securities sold out of Ameresco (AMRC) in Q2 2025, closing a stake of 25 shares — an estimated $587 sold.

Principal Securities first reported a position in AMRC in Q1 2024 and held it in 5 quarters. The position peaked at $949 in Q3 2024. 164 funds tracked by Wall St. Rank hold AMRC as of Q2 2025.

  • Principal Securities reported no remaining Ameresco position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 25 Ameresco shares in Q2 2025, an estimated $587.
  • Principal Securities first reported a position in Ameresco in Q1 2024 and held it in 5 quarters.
  • Principal Securities's Ameresco position peaked at $949 in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Ameresco as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.