Position in STEM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$39
-$13,026 QoQ
Shares Held
5
-99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 73 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026IFP Advisors, Inc holds $324,661 across 12 Utilities - Renewable names. STEM ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWEN |
Clearway Energy, Inc.
|
3,875 | $132,447 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
3,337 | $123,869 | |
| 3 | FLNC |
Fluence Energy, Inc.
|
1,540 | $30,615 | |
| 4 | BEP |
Brookfield Renewable Partners L.P.
|
621 | $21,567 | |
| 5 | ORA |
Ormat Technologies, Inc.
|
108 | $11,761 | |
| 6 | XIFR |
XPLR Infrastructure, LP
|
200 | $2,362 | |
| 7 | AXIAY |
AXIA Energia S.A.
|
146 | $1,541 | |
| 8 | FRVO |
Fervo Energy Co
|
14 | $409 |
All Filings in STEM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39 | 5 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,065 | 1,478 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $22,243 | 1,478 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,912 | 1,479 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $283 | 413 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $35 | 100 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $663 | 1,100 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $382 | 1,100 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,221 | 1,100 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,409 | 1,100 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $4,268 | 1,100 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $8,904 | 2,100 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $12,298 | 2,150 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,907 | 2,100 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $57 | 2,100 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $66,700 | 5,000 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $25,776 | 3,600 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $44,040 | 4,000 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $73,983 | 3,900 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $93,171 | 3,900 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 STPK | — | 0 | Shares | Sole | 2021-07-13 | |
| 2021-06-30 | $99,459 | 2,762 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 STPK | — | 1,000 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||