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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
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

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Dimensional Fund Advisors
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VCM
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State Street
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D.E. Shaw & Co
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM