Steward Partners Investment Advisory’s Ameresco AMRC Stock Holding History

Steward Partners Investment Advisory’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	$1.32K	Hold	48	–	–	﹤0.01%	4324
2026 Q1	$1.22K	Hold	48	–	–	﹤0.01%	4156
2025 Q4	$1.41K	Hold	48	–	–	﹤0.01%	4029
2025 Q3	$1.61K	Hold	48	–	–	﹤0.01%	3976
2025 Q2	$729	Buy	+48	New	+$628	﹤0.01%	3921
2024 Q2	–	Sell	-15	Closed	-$362	–	3610
2024 Q1	$362	Hold	15	–	–	﹤0.01%	3452
2023 Q4	$475	Hold	15	–	–	﹤0.01%	3363
2023 Q3	$578	Hold	15	–	–	﹤0.01%	3242
2023 Q2	$729	Buy	+15	New	+$676	﹤0.01%	3166
2021 Q2	–	Sell	-300	Closed	-$14.6K	–	7082
2021 Q1	$14.6K	Buy	+300	New	+$16.5K	﹤0.01%	2618

Other funds holding AMRC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Steward Partners Investment Advisory's AMRC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Ameresco (AMRC) position steady in Q2 2026 at 48 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #4324.

Steward Partners Investment Advisory first reported a position in AMRC in Q1 2021 and has held it in 10 quarters since. The position peaked at $14.6K in Q1 2021. 184 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

Steward Partners Investment Advisory held 48 shares of Ameresco worth $1.32K as of Q2 2026.
Steward Partners Investment Advisory left its Ameresco share count unchanged in Q2 2026.
Ameresco made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4324 holding.
Steward Partners Investment Advisory first reported a position in Ameresco in Q1 2021 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Ameresco position peaked at $14.6K in Q1 2021.
184 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.