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
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

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

Wealth Enhancement Advisory Services's AMRC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Ameresco (AMRC) stake by 1.1% in Q2 2026, buying an estimated $4.95K and bringing the position to 15,196 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3911.

Wealth Enhancement Advisory Services first reported a position in AMRC in Q3 2025 and has held it in 4 quarters since. The position peaked at $87.6K in Q3 2025. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,196 shares of Ameresco worth $51.8K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 171 Ameresco shares in Q2 2026, an estimated $4.95K.
  • Ameresco made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3911 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ameresco in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Ameresco position peaked at $87.6K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.