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Twin Peaks Wealth Advisors’s Ameresco AMRC Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-16
Closed -$408 – 328
2026
Q1 		$408 Buy
+16
New +$479 ﹤0.01% 2062
2025
Q3 		– Sell
-16
Closed -$315 – 262
2025
Q2 		$315 Buy
+16
New +$209 ﹤0.01% 1987

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

Twin Peaks Wealth Advisors's AMRC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Ameresco (AMRC) in Q2 2026, closing a stake of 16 shares — an estimated $408 sold.

Twin Peaks Wealth Advisors first reported a position in AMRC in Q2 2025 and held it in 2 quarters. The position peaked at $408 in Q1 2026. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Ameresco position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 16 Ameresco shares in Q2 2026, an estimated $408.
  • Twin Peaks Wealth Advisors first reported a position in Ameresco in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Ameresco position peaked at $408 in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.