Strategic Wealth Partners, Ltd.

Position in STEM — Stem, Inc.

CIK 1720777 INDEPENDENCE, OH

Position in STEM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$148

-$19 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#64

of 73 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $554,481 across 4 Utilities - Renewable names. STEM ranks #4 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEP	Brookfield Renewable Partners L.P.	12,681	$440,411
2	BEPC	Brookfield Renewable Corp	3,000	$111,360
3	XIFR	XPLR Infrastructure, LP	217	$2,562
4	STEM	Stem, Inc. This page	19	$148

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$148	19	0.0%	Shares	Sole	2026-08-12
2026-03-31	$167	19	0.0%	Shares	Sole	2026-05-12
2025-12-31	$285	19	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.