Position in STEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,158
+$4,539 QoQ
Shares Held
4,630
+29.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 73 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in STEM Over Time
Shares Held
Position Value (USD)
Derivatives in STEM
reported options exposure · as of Mar 31, 2022CallValue
$66,060
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $70,037,537 across 16 Utilities - Renewable names. STEM ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEPC |
Brookfield Renewable Corp
|
961,115 | $35,676,588 | |
| 2 | FLNC |
Fluence Energy, Inc.
|
723,526 | $14,383,695 | |
| 3 | ORA |
Ormat Technologies, Inc.
|
69,770 | $7,597,950 | |
| 4 | CWEN |
Clearway Energy, Inc.
|
142,374 | $4,866,342 | |
| 5 | NRGV |
Energy Vault Holdings, Inc.
|
694,986 | $3,273,383 | |
| 6 | XIFR |
XPLR Infrastructure, LP
|
137,558 | $1,624,559 | |
| 7 | BEP |
Brookfield Renewable Partners L.P.
|
42,339 | $1,470,432 | |
| 8 | MWH |
SOLV Energy, Inc.
|
20,663 | $703,574 |
All Filings in STEM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,158 | 4,630 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $31,619 | 3,577 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $175,271 | 11,646 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $107,817 | 6,154 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $43,490 | 6,981 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $107,401 | 306,863 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $409,245 | 678,685 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $217,321 | 624,491 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $927,593 | 835,671 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,779,404 | 812,514 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,664,616 | 686,757 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,148,779 | 742,637 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,877,030 | 852,628 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,471,609 | 788,644 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,804,876 | 761,172 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,954,459 | 671,249 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,273,408 | 596,845 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $66,060 | 6,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $7,037,117 | 639,157 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,814,383 | 939,082 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,957,813 | 626,112 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,403,340 | 94,511 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 STPK | — | 50,774 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 STPK | — | 800 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||