Position in XIFR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,231
+$527 QoQ
Shares Held
443
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 220 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XIFR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Clearstead Advisors, LLC holds $405,172 across 8 Utilities - Renewable names. XIFR ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
|
5,733 | $199,107 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
3,535 | $131,219 | |
| 3 | FRVO |
Fervo Energy Co
|
1,400 | $40,922 | |
| 4 | CWEN |
Clearway Energy, Inc.
|
733 | $25,053 | |
| 5 | XIFR |
XPLR Infrastructure, LP
This page
|
443 | $5,231 | |
| 6 | ORA |
Ormat Technologies, Inc.
|
19 | $2,069 | |
| 7 | FLNC |
Fluence Energy, Inc.
|
79 | $1,570 | |
| 8 | NXXT |
Nextnrg, Inc.
|
4 | $1 |
All Filings in XIFR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,231 | 443 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,704 | 443 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,500 | 150 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,187 | 1,100 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,020 | 1,100 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,500 | 1,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,580 | 1,100 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $30,382 | 1,100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $30,404 | 1,100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $51,136 | 1,700 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $140,798 | 4,630 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $137,511 | 4,630 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $280,299 | 4,780 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $269,122 | 4,430 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $310,498 | 4,430 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $335,518 | 4,640 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $344,102 | 4,640 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $229,240 | 2,750 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $232,100 | 2,750 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $229,848 | 3,050 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $232,898 | 3,050 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $222,284 | 3,050 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $137,452 | 2,050 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $113,924 | 1,900 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $97,432 | 1,900 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $81,700 | 1,900 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||