Position in SAFX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$273
+$46 QoQ
Shares Held
746
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 13.136729222520108.ToString("F0")%
Shared 0.ToString("F0")%
None 86.8632707774799.ToString("F0")%
Common Shares in SAFX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Mar 31, 2026CWM, LLC holds $1,098,050 across 13 Utilities - Renewable names. SAFX ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLNC |
Fluence Energy, Inc.
|
34,836 | $479,343 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
6,335 | $252,323 | |
| 3 | ORA |
Ormat Technologies, Inc.
|
1,318 | $147,510 | |
| 4 | CWEN |
Clearway Energy, Inc.
|
3,232 | $126,985 | |
| 5 | AXIA |
AXIA Energia S.A.
|
4,211 | $47,500 | |
| 6 | NXXT |
Nextnrg, Inc.
|
60,404 | $24,161 | |
| 7 | XIFR |
XPLR Infrastructure, LP
|
1,143 | $12,138 | |
| 8 | VGAS |
Verde Clean Fuels, Inc.
|
1,318 | $2,227 |
All Filings in SAFX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273 | 746 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $227 | 832 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||