Guinness Asset Management LTD AMRC — AMERESCO INC

Ownership history in Guinness Asset Management LTD  ·  30 quarters on record

AI Ownership Summary

Guinness Asset Management LTD reported AMERESCO INC (AMRC) in 30 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.37% in 2024 Q3. The latest visible filing shows AMRC at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guinness Asset Management LTD's position in AMERESCO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AMRC was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMRC stock page Guinness Asset Management LTD fund profile Guinness Asset Management LTD full holdings
How Guinness Asset Management LTD held AMRC — position size vs. price
% of Fund (quarterly)    AMRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 193,399 +6,467 +3.5% 0.09% $5.3M 2026-07-29 $18.51
2026 Q1 ADDED — — — 186,932 +1,683 +0.9% 0.08% $4.8M 2026-04-21 $26.75
2025 Q4 REDUCED 6.6% -12.9% ✅ 185,249 -13,147 -6.6% 0.09% $5.6M 2026-02-09 $32.36
2025 Q3 REDUCED 18.1% -10.4% ✅ 198,396 -43,908 -18.1% 0.11% $6.8M 2025-11-05 $37.44
2025 Q2 REDUCED 20.1% +124.9% ❌ 242,304 -60,861 -20.1% 0.07% $3.7M 2025-08-01 $15.87
2025 Q1 REDUCED 21.8% +25.8% ❌ 303,165 -84,651 -21.8% 0.08% $3.7M 2025-05-13 $14.57
2024 Q4 REDUCED 24.2% -48.5% ✅ 387,816 -123,714 -24.2% 0.17% $9.1M 2025-01-16 $24.69
2024 Q3 REDUCED 8.4% -39.5% ✅ 511,530 -47,211 -8.4% 0.37% $19.4M 2024-10-10 $33.22
2024 Q2 REDUCED — — — 558,741 -8,415 -1.5% 0.33% $16.1M 2024-07-11 $31.57
2024 Q1 REDUCED 17.7% +7.8% ❌ 567,156 -121,866 -17.7% 0.28% $13.7M 2024-04-11 $22.64
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMRC

As of 2026 Q2 — sorted by position size

Kuhn & Co Investment Counsel 0.36% Guinness Atkinson Asset Management Inc 3Y 7Y 0.14% Handelsbanken Fonder AB 3Y 7Y 0.07% Counterpoint Mutual Funds LLC 3Y 0.06% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.04% Erste Asset Management GmbH 0.02% Swedbank AB 0.02% Northside Capital Management, LLC 3Y 7Y 0.02% Penn Capital Management Company, LLC 3Y 7Y 0.02% Fideuram Asset Management (Ireland) dac 0.02%

FAQ About Guinness Asset Management LTD and AMRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Guinness Asset Management LTD reported owning AMRC?

Guinness Asset Management LTD reported AMRC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AMRC position in Guinness Asset Management LTD's portfolio?

The largest reported portfolio weight for AMRC was 0.37% in 2024 Q3.

What is the latest reported AMRC position on this page?

The most recent filing on this page is 2026 Q2, when Guinness Asset Management LTD reported 193,399 shares, equal to 0.09% of portfolio, with an estimated market value of $5.3M.

What does the chart on this AMRC ownership page compare?

The chart compares Guinness Asset Management LTD's quarterly AMRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Guinness Asset Management LTD time their AMRC position?

Based on 13F filing dates vs. subsequent AMRC price moves, Guinness Asset Management LTD correctly timed 13 out of 27 reported position changes (48%). The annualised alpha on AMRC relative to SPY over the holding period was -11.6%.

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