HARBOR CAPITAL ADVISORS, INC. AMRC — AMERESCO INC

Ownership history in HARBOR CAPITAL ADVISORS, INC.  ·  10 quarters on record

AI Ownership Summary

HARBOR CAPITAL ADVISORS, INC. reported AMERESCO INC (AMRC) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.19% in 2025 Q2. The latest visible filing shows AMRC at 0.12% 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 HARBOR CAPITAL ADVISORS, INC.'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 Q1

AMRC was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q2

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 Q1

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 HARBOR CAPITAL ADVISORS, INC. fund profile HARBOR CAPITAL ADVISORS, INC. full holdings
How HARBOR CAPITAL ADVISORS, INC. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 56,585 -5,638 -9.1% 0.12% $1K 2026-04-28 $27.74
2025 Q4 REDUCED 16.0% -12.9% ✅ 62,223 -11,874 -16.0% 0.14% $1.8M 2026-01-20 $31.16
2025 Q3 REDUCED 75.6% -10.4% ✅ 74,097 -229,157 -75.6% 0.19% $2.5M 2025-10-15 $43.23
2025 Q2 ADDED — — — 303,254 +72,549 +31.4% 0.19% $4.6M 2025-07-09 $16.44
2025 Q1 ADDED — — — 230,705 +202,970 +731.8% 0.13% $2.8M 2025-04-14 $10.09
2024 Q4 REDUCED 42.4% -48.5% ✅ 27,735 -20,418 -42.4% 0.03% $651K 2025-01-10 $25.67
2024 Q3 REDUCED 30.0% -39.5% ✅ 48,153 -20,634 -30.0% 0.08% $1.8M 2024-10-29 $30.16
2024 Q2 ADDED — — — 68,787 +44,882 +187.8% 0.15% $2.0M 2024-07-09 $25.80
2024 Q1 ADDED — — — 23,905 +22,317 +1405.4% 0.08% $577K 2024-05-13 $28.56
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMRC

As of 2026 Q1 — sorted by position size

Gagnon Advisors, LLC 3Y 7Y 8.87% GAGNON SECURITIES LLC 3Y 7Y 4.94% Clean Yield Group 3Y 7Y 0.48% Guinness Atkinson Asset Management Inc 3Y 7Y 0.16% Counterpoint Mutual Funds LLC 3Y 0.12% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.09% Guinness Asset Management LTD 3Y 7Y 0.08% Handelsbanken Fonder AB 3Y 7Y 0.07% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.06% Swedbank AB 0.02%

FAQ About HARBOR CAPITAL ADVISORS, INC. and AMRC

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

How long has HARBOR CAPITAL ADVISORS, INC. reported owning AMRC?

HARBOR CAPITAL ADVISORS, INC. reported AMRC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AMRC position in HARBOR CAPITAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for AMRC was 0.19% in 2025 Q2.

What is the latest reported AMRC position on this page?

The most recent filing on this page is 2026 Q1, when HARBOR CAPITAL ADVISORS, INC. reported 56,585 shares, equal to 0.12% of portfolio, with an estimated market value of $1K.

What does the chart on this AMRC ownership page compare?

The chart compares HARBOR CAPITAL ADVISORS, INC.'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 HARBOR CAPITAL ADVISORS, INC. time their AMRC position?

Based on 13F filing dates vs. subsequent AMRC price moves, HARBOR CAPITAL ADVISORS, INC. correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on AMRC relative to SPY over the holding period was -17.2%.

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