Position in STEM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$93
-$16,100 QoQ
Shares Held
12
-99.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 73 holders
Holding Since
Mar 2023
10 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, 2026Integrated Wealth Concepts LLC holds $585,601 across 17 Utilities - Renewable names. STEM ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEPC |
Brookfield Renewable Corp
|
3,884 | $144,174 | |
| 2 | ORA |
Ormat Technologies, Inc.
|
1,227 | $133,620 | |
| 3 | FLNC |
Fluence Energy, Inc.
|
4,708 | $93,595 | |
| 4 | CWEN |
Clearway Energy, Inc.
|
2,417 | $82,613 | |
| 5 | BEP |
Brookfield Renewable Partners L.P.
|
2,348 | $81,546 | |
| 6 | ENLT |
Enlight Renewable Energy Ltd.
|
230 | $20,474 | |
| 7 | XIFR |
XPLR Infrastructure, LP
|
1,200 | $14,172 | |
| 8 | WAVE |
Eco Wave Power Global AB (publ)
|
745 | $6,742 |
All Filings in STEM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93 | 12 | Shares | Sole | 2026-08-12 | |
| 2025-03-31 | $16,193 | 46,268 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,603 | 42,461 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,144 | 40,645 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $51,553 | 46,445 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $113,759 | 51,945 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $102,858 | 26,510 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $124,834 | 29,442 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $168,539 | 29,465 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $79,584 | 14,036 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||