Position in STEM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,174
-$2,927 QoQ
Shares Held
246
-27.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in STEM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Mar 31, 2026CWM, LLC holds $1,050,550 across 13 Utilities - Renewable names. STEM ranks #8 (0.2% 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.
|
7,973 | $126,985 | |
| 5 | NXXT |
Nextnrg, Inc.
|
60,404 | $24,161 | |
| 6 | XIFR |
XPLR Infrastructure, LP
|
1,143 | $12,138 | |
| 7 | VGAS |
Verde Clean Fuels, Inc.
|
1,318 | $2,227 | |
| 8 | STEM |
Stem, Inc.
This page
|
246 | $2,174 |
All Filings in STEM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,174 | 246 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,101 | 339 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,441 | 596 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $24,515 | 3,935 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $31,469 | 89,913 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,980 | 21,527 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1 | 3,765 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,669 | 4,207 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,759 | 1,260 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $7,302 | 1,882 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $16,421 | 3,873 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,772 | 1,184 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $12,184 | 2,149 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $27,275 | 3,051 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $32,429 | 2,431 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $17,835 | 2,491 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 STPK | — | 1,674 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $20,297 | 1,070 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $37,810 | 1,050 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $27,909 | 1,050 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $21,483 | 1,050 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | — | 1,050 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | — | 1,050 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | — | 1,050 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||