Farther Finance Advisors’s Capital Clean Energy Carriers CCEC Stock Holding History

Farther Finance Advisors’s Portfolio CCEC Stock Details CCEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.71K	Hold	127	–	–	﹤0.01%	5056
2026 Q1	$2.41K	Hold	127	–	–	﹤0.01%	4831
2025 Q4	$2.65K	Hold	127	–	–	﹤0.01%	4579
2025 Q3	$2.86K	Hold	127	–	–	﹤0.01%	3997
2025 Q2	$2.97K	Hold	127	–	–	﹤0.01%	3560
2025 Q1	$2.55K	Hold	127	–	–	﹤0.01%	3287
2024 Q4	$2.33K	Hold	127	–	–	﹤0.01%	2937
2024 Q3	$2.39K	Hold	127	–	–	﹤0.01%	2936
2024 Q2	$2.18K	Hold	127	–	–	﹤0.01%	2758
2024 Q1	$2.19K	Hold	127	–	–	﹤0.01%	2453
2023 Q4	$1.8K	Hold	127	–	–	﹤0.01%	2476
2023 Q3	$1.78K	Hold	127	–	–	﹤0.01%	1899
2023 Q2	$1.75K	Hold	127	–	–	﹤0.01%	1797
2023 Q1	$1.7K	Hold	127	–	–	﹤0.01%	1697
2022 Q4	$1.73K	Buy	+127	New	+$1.83K	﹤0.01%	1501

Other funds holding CCEC

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

FCMT

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

AIM

Axiom Investment Management New York $150M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Farther Finance Advisors's CCEC Position: Q2 2026 in Review

Farther Finance Advisors held its Capital Clean Energy Carriers (CCEC) position steady in Q2 2026 at 127 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #5056.

Farther Finance Advisors first reported a position in CCEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.97K in Q2 2025. 5 funds tracked by Wall St. Rank hold CCEC as of Q2 2026.

Farther Finance Advisors held 127 shares of Capital Clean Energy Carriers worth $2.71K as of Q2 2026.
Farther Finance Advisors left its Capital Clean Energy Carriers share count unchanged in Q2 2026.
Capital Clean Energy Carriers made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5056 holding.
Farther Finance Advisors first reported a position in Capital Clean Energy Carriers in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's Capital Clean Energy Carriers position peaked at $2.97K in Q2 2025.
5 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.