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SteelPeak Wealth’s Ameresco AMRC Stock Holding History

SteelPeak Wealth’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 		– Sell
-29,816
Closed -$760K – 649
2026
Q1 		$760K Buy
29,816
+19,243
+182% +$577K 0.02% 333
2025
Q4 		$310K Buy
+10,573
New +$371K 0.01% 427

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

SteelPeak Wealth's AMRC Position: Q2 2026 in Review

SteelPeak Wealth sold out of Ameresco (AMRC) in Q2 2026, closing a stake of 29,816 shares — an estimated $760K sold.

SteelPeak Wealth first reported a position in AMRC in Q4 2025 and held it in 2 quarters. The position peaked at $760K in Q1 2026. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • SteelPeak Wealth reported no remaining Ameresco position as of Q2 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 29,816 Ameresco shares in Q2 2026, an estimated $760K.
  • SteelPeak Wealth first reported a position in Ameresco in Q4 2025 and held it in 2 quarters.
  • SteelPeak Wealth's Ameresco position peaked at $760K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.