SCHEDULE: First Trust Entities Disclose 0.78% Stake in Ameresco

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation jointly reported a beneficial ownership of 0.78% in Ameresco, Inc. Class A shares.

Summary

• First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed an Amendment No. 1 to Schedule 13G regarding their beneficial ownership in Ameresco, Inc. (Class A).
• The reporting group collectively beneficially owns 270,136 shares of Ameresco, Inc. Class A common stock.
• This aggregate amount represents 0.78% of the Class A shares outstanding.
• The date of the event requiring this filing was September 30, 2025.
• First Trust Portfolios L.P. reported shared dispositive power over 93,385 shares and an aggregate beneficial ownership of 270,136 shares.
• First Trust Advisors L.P. and The Charger Corporation each reported shared voting power over 176,751 shares and shared dispositive power over 270,136 shares, with an aggregate beneficial ownership of 270,136 shares.
• The reporting persons disclaim beneficial ownership of the shares identified in this filing.
• The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Ameresco, Inc.

Sentiment

Score: 5

Explanation: This is a neutral, factual disclosure of beneficial ownership, not containing information that would typically influence sentiment positively or negatively regarding the issuer's performance or prospects.

Positives

• NA

Negatives

• NA

Risks

• NA

Future Outlook

NA

Management Comments

• The securities referred to were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 240.14a-11.

Industry Context

This filing is a standard disclosure of institutional ownership and does not provide specific industry context for Ameresco, Inc. or broader industry trends.

Stakeholder Impact

• Shareholders: Provides transparency regarding institutional ownership of Ameresco, Inc. Class A shares, indicating a minor stake held by First Trust entities.

Key Dates

Keywords

Ameresco Inc, First Trust Portfolios, First Trust Advisors, The Charger Corporation, Schedule 13G, Beneficial Ownership, Institutional Ownership, Common Stock, SEC Filing