Position in STEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$806,257
-$744,181 QoQ
Shares Held
103,234
-41.1% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 73 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in STEM Over Time
Shares Held
Position Value (USD)
Derivatives in STEM
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$670,500
PutShares
3,750
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $229,187,460 across 12 Utilities - Renewable names. STEM ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLNC |
Fluence Energy, Inc.
|
5,338,779 | $106,134,926 | |
| 2 | XIFR |
XPLR Infrastructure, LP
|
3,283,852 | $38,782,292 | |
| 3 | MWH |
SOLV Energy, Inc.
|
1,035,722 | $35,266,334 | |
| 4 | CWEN |
Clearway Energy, Inc.
|
909,064 | $31,071,807 | |
| 5 | BEPC |
Brookfield Renewable Corp
|
224,791 | $8,344,241 | |
| 6 | NRGV |
Energy Vault Holdings, Inc.
|
1,180,015 | $5,557,870 | |
| 7 | FRVO |
Fervo Energy Co
|
48,215 | $1,409,324 | |
| 8 | ORA |
Ormat Technologies, Inc.
|
11,905 | $1,296,454 |
All Filings in STEM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,257 | 103,234 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,550,438 | 175,389 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,280,739 | 85,099 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,647,668 | 94,045 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $104,277 | 16,738 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $72,845 | 208,129 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $124,647 | 206,713 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $230,745 | 663,063 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $708,653 | 638,427 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $774,589 | 353,694 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $168,213 | 43,354 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,117,362 | 263,529 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,591,963 | 977,616 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,020,379 | 1,414,529 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $670,500 | 75,000 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $6,463,709 | 723,010 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,000,500 | 75,000 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $7,613,791 | 570,749 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $379,673 | 53,027 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $537,000 | 75,000 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $825,750 | 75,000 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $9,130,714 | 829,311 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,422,750 | 75,000 | Put | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||