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Strategic Wealth Partners’s Ameresco AMRC Stock Holding History

Strategic Wealth Partners’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 		$13.8K Hold
499
– – ﹤0.01% 844
2026
Q1 		$12.7K Hold
499
– – ﹤0.01% 829
2025
Q4 		$14.6K Hold
499
– – ﹤0.01% 779
2025
Q3 		$16.8K Hold
499
– – ﹤0.01% 774
2025
Q2 		$7.58K Buy
+499
New +$6.53K ﹤0.01% 832

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

Strategic Wealth Partners's AMRC Position: Q2 2026 in Review

Strategic Wealth Partners held its Ameresco (AMRC) position steady in Q2 2026 at 499 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Strategic Wealth Partners first reported a position in AMRC in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.8K in Q3 2025. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Strategic Wealth Partners held 499 shares of Ameresco worth $13.8K as of Q2 2026.
  • Strategic Wealth Partners left its Ameresco share count unchanged in Q2 2026.
  • Ameresco made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #844 holding.
  • Strategic Wealth Partners first reported a position in Ameresco in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Ameresco position peaked at $16.8K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.