Position in STEM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$196,279
-$274,300 QoQ
Shares Held
25,132
-52.8% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 73 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in STEM Over Time
Shares Held
Position Value (USD)
Derivatives in STEM
reported options exposure · as of Jun 30, 2021CallValue
$360,100
CallShares
500
PutValue
$720,200
PutShares
1,000
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, 2026UBS Group AG holds $451,527,570 across 23 Utilities - Renewable names. STEM ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
|
3,834,560 | $133,174,267 | |
| 2 | FRVO |
Fervo Energy Co
|
3,666,360 | $107,167,701 | |
| 3 | ORA |
Ormat Technologies, Inc.
|
678,159 | $73,851,513 | |
| 4 | CWEN |
Clearway Energy, Inc.
|
907,589 | $31,021,390 | |
| 5 | FLNC |
Fluence Energy, Inc.
|
1,315,427 | $26,150,687 | |
| 6 | MWH |
SOLV Energy, Inc.
|
767,550 | $26,135,076 | |
| 7 | BEPC |
Brookfield Renewable Corp
|
669,863 | $24,865,313 | |
| 8 | ENLT |
Enlight Renewable Energy Ltd.
|
152,043 | $13,534,867 |
All Filings in STEM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,279 | 25,132 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $470,579 | 53,233 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $547,668 | 36,390 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,121,628 | 64,020 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $497,421 | 79,843 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $561,580 | 1,604,519 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,773,030 | 4,598,726 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $140,241 | 402,998 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $479,874 | 432,321 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,785,229 | 815,174 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,602,884 | 670,847 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,003,764 | 708,435 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,384,550 | 766,530 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,523,970 | 268,778 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,141,082 | 127,638 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $641,440 | 48,084 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,434,977 | 200,416 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,965,581 | 178,527 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,333,998 | 228,466 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,725,559 | 281,522 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $360,100 | 10,000 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $1,702,192 | 47,270 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $720,200 | 20,000 | Put | Defined | 2021-08-13 | |
| 2021-03-31 STPK | — | 106,867 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 STPK | — | 6,097 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||