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Stephens Consulting’s Ameresco AMRC Stock Holding History

Stephens Consulting’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
Q4 		– Sell
-280
Closed -$9.4K – 480
2025
Q3 		$9.4K Buy
+280
New +$6.41K ﹤0.01% 230
2024
Q3 		– Sell
-42
Closed -$1.21K – 523
2024
Q2 		$1.21K Buy
+42
New +$1.16K ﹤0.01% 577

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Stephens Consulting's AMRC Position: Q4 2025 in Review

Stephens Consulting sold out of Ameresco (AMRC) in Q4 2025, closing a stake of 280 shares — an estimated $9.4K sold.

Stephens Consulting first reported a position in AMRC in Q2 2024 and held it in 2 quarters. The position peaked at $9.4K in Q3 2025. 189 funds tracked by Wall St. Rank hold AMRC as of Q4 2025.

  • Stephens Consulting reported no remaining Ameresco position as of Q4 2025 after selling out during the quarter.
  • Stephens Consulting sold 280 Ameresco shares in Q4 2025, an estimated $9.4K.
  • Stephens Consulting first reported a position in Ameresco in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Ameresco position peaked at $9.4K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Ameresco as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.