SCHEDULE: Wellington Management Boosts Ameresco Stake to 11.2%

Wellington Management Group LLP and its affiliates reported an 11.2% beneficial ownership stake in Ameresco, Inc. common stock as of December 31, 2025.

Summary

• Wellington Management Group LLP and its affiliates filed an Amendment No. 3 to Schedule 13G regarding their beneficial ownership in Ameresco, Inc.
• The reporting group collectively beneficially owns 3,901,333 shares of Ameresco, Inc. Common Stock.
• This represents an aggregate of 11.2% of the class of securities.
• Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP each report shared voting power over 2,957,163 shares and shared dispositive power over 3,901,333 shares, representing 11.2% of the class.
• Wellington Management Company LLP, a subsidiary within the group, reports shared voting power over 2,867,657 shares and shared dispositive power over 3,489,728 shares, with its beneficial ownership representing 10.0% of the class.
• The securities are owned of record by clients of one or more investment advisers identified in Item 7, which are directly or indirectly owned by Wellington Management Group LLP.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as moderately positive, as a major institutional investor maintaining a significant stake (11.2%) in Ameresco suggests continued confidence in the company's long-term prospects, although the filing itself is purely informational.

Positives

• A significant institutional investor, Wellington Management, maintains a substantial stake (11.2%) in Ameresco, Inc., indicating continued confidence in the company.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that significant institutional holdings, such as Wellington Management's stake in Ameresco, often signal long-term investment interest in companies within the renewable energy and energy efficiency sectors. This type of filing provides transparency into major investor positions, which can influence market perception and investor sentiment for companies like Ameresco, a leader in sustainable infrastructure.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holding, which can influence investor confidence and market perception.

Key Dates

Keywords

Ameresco Inc., Wellington Management Group, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Investment Management, AMRC