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Steward Partners Investment Advisory, LLC

Position in STEM — Stem, Inc.

CIK 1723397 STAMFORD, CT

Position in STEM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$27,233
+$5,248 QoQ
Shares Held
3,487
+40.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 74 holders
Holding Since
Jun 2021
8 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, 2026

Steward Partners Investment Advisory, LLC holds $448,874 across 11 Utilities - Renewable names. STEM ranks #6 (6.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 STEM
Stem, Inc.
This page
3,487 $27,233

All Filings in STEM

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $27,233 3,487
2026-03-31 $21,985 2,487
2025-09-30 $87 5
2025-06-30 $31 5
2025-03-31 $35 100
2021-12-31 $11,097 585
2021-09-30 $57,574 2,410
2021-06-30 $37,810 1,050