Wealth Enhancement Advisory Services
AMRC icon

Wealth Enhancement Advisory Services’s Ameresco AMRC Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$106K Buy
18,738
+3,542
+23% +$83.5K ﹤0.01% 3931
2026
Q2 		$51.8K Buy
15,196
+171
+1% +$4.95K ﹤0.01% 3911
2026
Q1 		$56.7K Buy
15,025
+12,768
+566% +$383K ﹤0.01% 3414
2025
Q4 		$62.9K Buy
2,257
+2
+0.1% +$70 ﹤0.01% 3512
2025
Q3 		$87.6K Buy
+2,255
New +$51.6K ﹤0.01% 3353

Other funds holding AMRC

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMRC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Ameresco (AMRC) stake by 23% in Q3 2026, buying an estimated $83.5K and bringing the position to 18,738 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3931.

Wealth Enhancement Advisory Services first reported a position in AMRC in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold AMRC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 18,738 shares of Ameresco worth $106K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,542 Ameresco shares in Q3 2026, an estimated $83.5K.
  • Ameresco made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3931 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ameresco in Q3 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Ameresco as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.