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Cornerstone Financial Management LLC

Position in STEM — Stem, Inc.

CIK 2110329 PROVIDENCE, RI

Position in STEM

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$515
-$68 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 73 holders
Holding Since
Dec 2025
3 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, 2026

Cornerstone Financial Management LLC holds $8,126 across 5 Utilities - Renewable names. STEM ranks #4 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 STEM
Stem, Inc.
This page
66 $515

All Filings in STEM

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $515 66
2026-03-31 $583 66
2025-12-31 $993 66