Position in STEM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$126,108
-$16,631 QoQ
Shares Held
16,147
0.0% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 73 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEM Over Time
Shares Held
Position Value (USD)
Derivatives in STEM
reported options exposure · as of Sep 30, 2024CallValue
$1,392
CallShares
200
PutValue
$0
PutShares
0
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, 2026HighTower Advisors, LLC holds $8,692,868 across 8 Utilities - Renewable names. STEM ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWEN |
Clearway Energy, Inc.
|
75,728 | $2,588,383 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
59,751 | $2,217,957 | |
| 3 | BEP |
Brookfield Renewable Partners L.P.
|
42,861 | $1,488,562 | |
| 4 | AXIAY |
AXIA Energia S.A.
|
130,662 | $1,379,790 | |
| 5 | ORA |
Ormat Technologies, Inc.
|
4,353 | $474,041 | |
| 6 | XIFR |
XPLR Infrastructure, LP
|
17,765 | $209,804 | |
| 7 | FLNC |
Fluence Energy, Inc.
|
10,474 | $208,223 | |
| 8 | STEM |
Stem, Inc.
This page
|
16,147 | $126,108 |
All Filings in STEM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,108 | 16,147 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $142,739 | 16,147 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $245,420 | 16,307 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $284,594 | 16,244 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $101,094 | 16,227 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $115,346 | 329,561 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $201,860 | 334,761 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,392 | 4,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $118,445 | 340,361 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $100 | 2,000 | Call | Sole | 2024-08-13 | |
| 2024-06-30 | $378,664 | 341,139 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $89,656 | 40,939 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $120,757 | 31,123 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $210,995 | 49,763 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $288,762 | 50,483 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $296,149 | 52,231 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $387,262 | 43,318 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $597,832 | 44,815 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $133 | 10 | Put | Sole | 2022-11-09 | |
| 2022-06-30 | $319,600 | 44,637 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $517,337 | 46,988 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $530,932 | 27,988 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $189 | 10 | Put | Sole | 2022-02-10 | |
| 2021-09-30 | $924,280 | 38,689 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 STPK | — | 9,230 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||