SCHEDULE: First Trust Entities Disclose 5.41% Passive Stake in Ameresco, Inc.

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly disclosed a passive beneficial ownership of 5.41% in Ameresco, Inc.'s Class A Common Stock.

Summary

• First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have filed a Schedule 13G, indicating beneficial ownership of Ameresco, Inc. (Class A) Common Stock.
• The aggregate amount beneficially owned by the reporting persons is 1,872,101 shares.
• This ownership represents 5.41% of Ameresco, Inc.'s Class A Common Stock.
• The reporting persons, based in Illinois, USA, include First Trust Portfolios L.P. (a broker or dealer), First Trust Advisors L.P. (an investment adviser), and The Charger Corporation (a parent holding company and general partner to the other two entities).
• Shared voting power is held over 1,673,248 shares, while shared dispositive power extends to all 1,872,101 shares.
• The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Ameresco, Inc.
• First Trust Portfolios L.P. sponsors unit investment trusts that hold shares, and First Trust Advisors L.P. supervises these trusts and advises other investment vehicles holding shares.
• The reporting persons disclaim beneficial ownership of the shares, as voting power for unit investment trusts is typically exercised by the trustee in proportion to other owners.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership, indicating a neutral sentiment. It does not contain positive or negative performance data or forward-looking statements from the issuer.

Positives

• The disclosure of a 5.41% passive stake by institutional investors like First Trust entities may signal institutional confidence in Ameresco, Inc.

Future Outlook

NA

Management Comments

• James M. Dykas, Chief Financial Officer of First Trust Portfolios L.P. and First Trust Advisors L.P., and Chief Financial Officer and Treasurer of The Charger Corporation, certified that the securities were acquired and are held in the ordinary course of business and not for the purpose of or with the effect of changing or influencing the control of Ameresco, Inc.

Industry Context

This filing is a standard disclosure of a passive investment stake by institutional investors and does not provide broader industry trends or competitive analysis.

Stakeholder Impact

• Shareholders: The disclosure of a significant passive stake by institutional investors may be viewed positively, indicating institutional interest and potentially contributing to market stability for Ameresco, Inc.'s stock.

Key Dates

Keywords

Ameresco Inc, AMRC, First Trust Portfolios, First Trust Advisors, The Charger Corporation, Schedule 13G, Beneficial Ownership, Institutional Investment, Passive Stake, Common Stock