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Swan Capital’s Ameresco AMRC Stock Holding History

Swan Capital’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 		$893 Hold
35
– – ﹤0.01% 452
2025
Q4 		$1.02K Hold
35
– – ﹤0.01% 399
2025
Q3 		$1.18K Hold
35
– – ﹤0.01% 368
2025
Q2 		$532 Hold
35
– – ﹤0.01% 416
2025
Q1 		$423 Hold
35
– – ﹤0.01% 328
2024
Q4 		$822 Hold
35
– – ﹤0.01% 294
2024
Q3 		$1.33K Hold
35
– – ﹤0.01% 249
2024
Q2 		$1.01K Buy
+35
New +$965 ﹤0.01% 226

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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