Clearstead Advisors’s Clean Energy Fuels CLNE Stock Holding History

Clearstead Advisors’s Portfolio CLNE Stock Details CLNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50	Hold	20	–	–	﹤0.01%	2214
2025 Q4	$42	Hold	20	–	–	﹤0.01%	2628
2025 Q3	$52	Hold	20	–	–	﹤0.01%	2975
2025 Q2	$39	Sell	20 -530	-96%	-$902	﹤0.01%	2686
2025 Q1	$853	Hold	550	–	–	﹤0.01%	2007
2024 Q4	$1.38K	Buy	550 +100	+22%	+$284	﹤0.01%	1891
2024 Q3	$1.4K	Hold	450	–	–	﹤0.01%	1872
2024 Q2	$1.2K	Hold	450	–	–	﹤0.01%	1880
2024 Q1	$1.12K	Buy	450 +20	+5%	+$60	﹤0.01%	1391
2023 Q4	$1.65K	Sell	430 -430	-50%	-$1.57K	﹤0.01%	1316
2023 Q3	$3.29K	Buy	860 +430	+100%	+$1.92K	﹤0.01%	1323
2023 Q2	$2.13K	Hold	430	–	–	﹤0.01%	1134
2023 Q1	$1.88K	Hold	430	–	–	﹤0.01%	1146
2022 Q4	$2.24K	Hold	430	–	–	﹤0.01%	1073
2022 Q3	$2K	Hold	430	–	–	﹤0.01%	1072
2022 Q2	$2K	Hold	430	–	–	﹤0.01%	1097
2022 Q1	$3K	Hold	430	–	–	﹤0.01%	1141
2021 Q4	$3K	Hold	430	–	–	﹤0.01%	1056
2021 Q3	$4K	Hold	430	–	–	﹤0.01%	1044
2021 Q2	$4K	Hold	430	–	–	﹤0.01%	909
2021 Q1	$6K	Buy	430 +100	+30%	+$1.28K	﹤0.01%	841
2020 Q4	$3K	Buy	+330	New	+$1.29K	﹤0.01%	845

Other funds holding CLNE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return