Position in SAFX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28
+$1 QoQ
Shares Held
65
-15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 54 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAFX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $214,281 across 11 Utilities - Renewable names. SAFX ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWEN |
Clearway Energy, Inc.
|
1,661 | $56,769 | |
| 2 | FLNC |
Fluence Energy, Inc.
|
1,874 | $37,251 | |
| 3 | ORA |
Ormat Technologies, Inc.
|
304 | $33,103 | |
| 4 | BEPC |
Brookfield Renewable Corp
|
776 | $28,802 | |
| 5 | AXIAY |
AXIA Energia S.A.
|
2,579 | $27,233 | |
| 6 | ENLT |
Enlight Renewable Energy Ltd.
|
197 | $17,536 | |
| 7 | RNW |
ReNew Energy Global plc
|
2,027 | $12,668 | |
| 8 | NXXT |
Nextnrg, Inc.
|
2,304 | $804 |
All Filings in SAFX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28 | 65 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $27 | 77 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3 | 13 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||