INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in STEM — Stem, Inc.

CIK 1818604 ORLANDO, FL

Position in STEM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$14,604

-$2,192 QoQ

Shares Held

1,870

-1.6% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#37

of 73 holders

Holding Since

Mar 2021

19 quarters on record

Utilities · as of Jun 30, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $136,286 across 4 Utilities - Renewable names. STEM ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORA	Ormat Technologies, Inc.	926	$100,841
2	FLNC	Fluence Energy, Inc.	910	$18,090
3	STEM	Stem, Inc. This page	1,870	$14,604
4	XIFR	XPLR Infrastructure, LP	233	$2,751

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,604	1,870	-1.6%	Shares	Sole	2026-07-22
2026-03-31	$16,796	1,900	0.0%	Shares	Sole	2026-05-01
2025-12-31	$28,595	1,900	-95.0%	Shares	Sole	2026-02-03
2024-12-31	$22,944	38,050	+179.8%	Shares	Sole	2025-01-08
2024-09-30	$4,731	13,597	-66.5%	Shares	Sole	2024-10-22
2024-06-30	$45,010	40,550	+9.2%	Shares	Sole	2024-07-30
2024-03-31	$81,358	37,150	+4.1%	Shares	Sole	2024-04-11
2023-12-31	$138,516	35,700	+19.4%	Shares	Sole	2024-01-25
2023-09-30	$126,776	29,900	+16.1%	Shares	Sole	2023-10-10
2023-06-30	$147,290	25,750	+29.6%	Shares	Sole	2023-07-20
2023-03-31	$112,691	19,875	+0.3%	Shares	Sole	2023-04-19
2022-12-31	$177,146	19,815	+3.6%	Shares	Sole	2023-01-30
2022-09-30	$255,127	19,125	-49.4%	Shares	Sole	2022-11-10
2022-06-30	$270,469	37,775	+3.3%	Shares	Sole	2022-08-17
2022-03-31	$402,690	36,575	+31.9%	Shares	Sole	2022-05-13
2021-12-31	$525,943	27,725	+158.5%	Shares	Sole	2022-02-10
2021-09-30	$256,220	10,725	+0.9%	Shares	Sole	2021-10-28
2021-06-30	$382,606	10,625	—	Shares	Sole	2021-07-14
2021-03-31 STPK	—	8,300	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.