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Stephens Investment Management Group’s Ameresco AMRC Stock Holding History

Stephens Investment Management Group’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
-1,068,864
Closed -$25.1M – 169
2024
Q4 		$25.1M Sell
1,068,864
-1,441
-0.1% -$41.6K 0.34% 113
2024
Q3 		$40.6M Sell
1,070,305
-53,080
-5% -$1.64M 0.55% 77
2024
Q2 		$32.4M Buy
1,123,385
+325,363
+41% +$8.97M 0.45% 94
2024
Q1 		$19.3M Sell
798,022
-941
-0.1% -$21.1K 0.26% 112
2023
Q4 		$25.3M Sell
798,963
-16,427
-2% -$495K 0.37% 102
2023
Q3 		$31.4M Buy
815,390
+1,780
+0.2% +$86K 0.52% 88
2023
Q2 		$39.6M Buy
813,610
+19,796
+2% +$892K 0.62% 78
2023
Q1 		$39.1M Buy
793,814
+6,457
+0.8% +$342K 0.65% 71
2022
Q4 		$45.4M Sell
787,357
-970
-0.1% -$59.1K 0.82% 55
2022
Q3 		$52.4M Sell
788,327
-3,454
-0.4% -$212K 0.99% 28
2022
Q2 		$36.1M Buy
791,781
+66,698
+9% +$3.71M 0.67% 72
2022
Q1 		$57.6M Buy
725,083
+10,545
+1% +$665K 0.84% 50
2021
Q4 		$58.2M Buy
714,538
+3,235
+0.5% +$259K 0.75% 55
2021
Q3 		$41.6M Sell
711,303
-2,589
-0.4% -$171K 0.57% 80
2021
Q2 		$44.8M Buy
713,892
+48,634
+7% +$2.62M 0.61% 78
2021
Q1 		$32.4M Buy
+665,258
New +$36.6M 0.47% 96

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephens Investment Management Group's AMRC Position: Q1 2025 in Review

Stephens Investment Management Group sold out of Ameresco (AMRC) in Q1 2025, closing a stake of 1,068,864 shares — an estimated $25.1M sold.

Stephens Investment Management Group first reported a position in AMRC in Q1 2021 and held it in 16 quarters. The position peaked at $58.2M in Q4 2021. 180 funds tracked by Wall St. Rank hold AMRC as of Q1 2025.

  • Stephens Investment Management Group reported no remaining Ameresco position as of Q1 2025 after selling out during the quarter.
  • Stephens Investment Management Group sold 1,068,864 Ameresco shares in Q1 2025, an estimated $25.1M.
  • Stephens Investment Management Group first reported a position in Ameresco in Q1 2021 and held it in 16 quarters.
  • Stephens Investment Management Group's Ameresco position peaked at $58.2M in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Ameresco as of Q1 2025.

Based on Stephens Investment Management Group's 13F filing for Q1 2025, filed 1 May 2025.