CA
KGEI

Clearstead Advisors’s Kolibri Global Energy KGEI Stock Holding History

Clearstead Advisors’s Portfolio KGEI Stock Details KGEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5 Buy
+1
New +$5 ﹤0.01% 3647

Other funds holding KGEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's KGEI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Kolibri Global Energy (KGEI) in Q2 2026: 1 share worth $5. The stake represents ﹤0.01% of the portfolio and ranks #3647 among its holdings.

26 funds tracked by Wall St. Rank hold KGEI as of Q2 2026.

  • Clearstead Advisors held 1 share of Kolibri Global Energy worth $5 as of Q2 2026.
  • Kolibri Global Energy was a new Clearstead Advisors position in Q2 2026.
  • Kolibri Global Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3647 holding.
  • 26 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.