Position in STEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$281
-$567 QoQ
Shares Held
36
-62.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 73 holders
Holding Since
Dec 2023
10 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, 2026JONES FINANCIAL COMPANIES LLLP holds $4,503,176 across 15 Utilities - Renewable names. STEM ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEPC |
Brookfield Renewable Corp
|
65,015 | $2,413,356 | |
| 2 | CWEN |
Clearway Energy, Inc.
|
14,662 | $501,147 | |
| 3 | FRVO |
Fervo Energy Co
|
16,992 | $496,676 | |
| 4 | FLNC |
Fluence Energy, Inc.
|
14,466 | $287,584 | |
| 5 | ENLT |
Enlight Renewable Energy Ltd.
|
3,213 | $286,021 | |
| 6 | BEP |
Brookfield Renewable Partners L.P.
|
6,325 | $219,667 | |
| 7 | ORA |
Ormat Technologies, Inc.
|
1,920 | $209,088 | |
| 8 | MWH |
SOLV Energy, Inc.
|
1,310 | $44,605 |
All Filings in STEM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281 | 36 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $848 | 96 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,444 | 96 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,610 | 149 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $155 | 25 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $285 | 817 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $120 | 200 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $69 | 200 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $11,004 | 5,025 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,872 | 998 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||