Position in STEM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$294,130
-$130,497 QoQ
Shares Held
37,661
-21.6% QoQ
Ownership
0.391%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 73 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in STEM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $647,139,114 across 22 Utilities - Renewable names. STEM ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
|
6,797,319 | $236,070,885 | |
| 2 | CWEN |
Clearway Energy, Inc.
|
3,612,445 | $123,473,364 | |
| 3 | XIFR |
XPLR Infrastructure, LP
|
7,257,405 | $85,709,951 | |
| 4 | BEPC |
Brookfield Renewable Corp
|
2,004,204 | $74,396,046 | |
| 5 | FLNC |
Fluence Energy, Inc.
|
3,201,307 | $63,641,979 | |
| 6 | ORA |
Ormat Technologies, Inc.
|
438,362 | $47,737,617 | |
| 7 | NRGV |
Energy Vault Holdings, Inc.
|
1,448,158 | $6,820,821 | |
| 8 | FRVO |
Fervo Energy Co
|
150,142 | $4,388,648 |
All Filings in STEM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,130 | 37,661 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $424,627 | 48,035 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $362,311 | 24,074 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $410,351 | 23,422 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $87,049 | 13,973 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $174,704 | 499,165 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $606,600 | 1,005,976 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $326,194 | 937,352 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $787,189 | 709,183 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,057,183 | 1,395,976 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,692,632 | 1,467,174 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $8,716,341 | 2,055,742 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $8,171,525 | 1,428,589 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,225,285 | 1,627,035 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,570,550 | 958,675 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,830,008 | 961,770 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,162,603 | 1,000,364 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,735,524 | 1,065,897 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $26,295,546 | 1,386,165 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,185,156 | 133,326 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,218,066 | 117,136 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 STPK | — | 979 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 STPK | — | 2,848 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||