Stifel Financial
AMRC icon

Stifel Financial’s Ameresco AMRC Stock Holding History

Stifel Financial’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 		$263K Sell
9,544
-3,400
-26% -$98.3K ﹤0.01% 3351
2026
Q1 		$330K Buy
+12,944
New +$388K ﹤0.01% 3120
2025
Q3 		– Sell
-47,211
Closed -$717K – 3537
2025
Q2 		$717K Buy
47,211
+14,887
+46% +$195K ﹤0.01% 2547
2025
Q1 		$390K Sell
32,324
-76,267
-70% -$1.38M ﹤0.01% 2843
2024
Q4 		$2.55M Sell
108,591
-9,686
-8% -$280K ﹤0.01% 1613
2024
Q3 		$4.49M Buy
118,277
+30,718
+35% +$950K ﹤0.01% 1269
2024
Q2 		$2.52M Buy
87,559
+72,140
+468% +$1.99M ﹤0.01% 1561
2024
Q1 		$372K Buy
15,419
+1,572
+11% +$35.2K ﹤0.01% 2780
2023
Q4 		$439K Sell
13,847
-7,818
-36% -$236K ﹤0.01% 2638
2023
Q3 		$835K Buy
21,665
+11,181
+107% +$540K ﹤0.01% 2161
2023
Q2 		$510K Buy
10,484
+780
+8% +$35.1K ﹤0.01% 2512
2023
Q1 		$478K Buy
9,704
+479
+5% +$25.4K ﹤0.01% 2538
2022
Q4 		$527K Sell
9,225
-705
-7% -$43K ﹤0.01% 2438
2022
Q3 		$660K Sell
9,930
-1,556
-14% -$95.6K ﹤0.01% 2259
2022
Q2 		$523K Sell
11,486
-1,917
-14% -$107K ﹤0.01% 2440
2022
Q1 		$1.06M Sell
13,403
-74,502
-85% -$4.7M ﹤0.01% 2068
2021
Q4 		$7.16M Buy
87,905
+31,205
+55% +$2.5M 0.01% 893
2021
Q3 		$3.31M Buy
56,700
+41,347
+269% +$2.72M ﹤0.01% 1253
2021
Q2 		$963K Sell
15,353
-592
-4% -$31.9K ﹤0.01% 2133
2021
Q1 		$775K Buy
15,945
+1,164
+8% +$64.1K ﹤0.01% 2173
2020
Q4 		$772K Sell
14,781
-244
-2% -$10.5K ﹤0.01% 2037
2020
Q3 		$502K Buy
+15,025
New +$455K ﹤0.01% 2090

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

Stifel Financial's AMRC Position: Q2 2026 in Review

Stifel Financial reduced its Ameresco (AMRC) stake by 26% in Q2 2026, selling an estimated $98.3K and leaving 9,544 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #3351.

Stifel Financial first reported a position in AMRC in Q3 2020 and has held it in 22 quarters since. The position peaked at $7.16M in Q4 2021. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Stifel Financial held 9,544 shares of Ameresco worth $263K as of Q2 2026.
  • Stifel Financial sold 3,400 Ameresco shares in Q2 2026, an estimated $98.3K.
  • Ameresco made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3351 holding.
  • Stifel Financial first reported a position in Ameresco in Q3 2020 and has held it in 22 quarters since.
  • Stifel Financial's Ameresco position peaked at $7.16M in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.