Position in STEM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$93
-$366 QoQ
Shares Held
12
-76.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 73 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STEM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Allworth Financial LP holds $383,653 across 13 Utilities - Renewable names. STEM ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
|
4,895 | $170,003 | |
| 2 | FLNC |
Fluence Energy, Inc.
|
3,056 | $60,753 | |
| 3 | CWEN |
Clearway Energy, Inc.
|
1,707 | $58,345 | |
| 4 | ORA |
Ormat Technologies, Inc.
|
363 | $39,530 | |
| 5 | RNW |
ReNew Energy Global plc
|
4,600 | $28,750 | |
| 6 | BEPC |
Brookfield Renewable Corp
|
665 | $24,684 | |
| 7 | NRGV |
Energy Vault Holdings, Inc.
|
149 | $701 | |
| 8 | ENLT |
Enlight Renewable Energy Ltd.
|
6 | $534 |
All Filings in STEM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93 | 12 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $459 | 52 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $632 | 42 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $911 | 52 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $323 | 52 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $355 | 1,015 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $612 | 1,015 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,159 | 3,333 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,699 | 3,333 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $9,384 | 4,285 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $17,029 | 4,389 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,918 | 1,160 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,635 | 1,160 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,322 | 1,115 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $8,180 | 915 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $10,872 | 815 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,835 | 815 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $9,292 | 844 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||