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Garton & Associates Financial Advisors’s Capital Clean Energy Carriers CCEC Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-203
Closed -$4.24K – 732
2025
Q4 		$4.24K Buy
+203
New +$4.28K ﹤0.01% 1020

Other funds holding CCEC

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Garton & Associates Financial Advisors's CCEC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Capital Clean Energy Carriers (CCEC) in Q1 2026, closing a stake of 203 shares — an estimated $4.24K sold.

Garton & Associates Financial Advisors first reported a position in CCEC in Q4 2025 and held it in 1 quarter. The position peaked at $4.24K in Q4 2025. 18 funds tracked by Wall St. Rank hold CCEC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Capital Clean Energy Carriers position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 203 Capital Clean Energy Carriers shares in Q1 2026, an estimated $4.24K.
  • Garton & Associates Financial Advisors first reported a position in Capital Clean Energy Carriers in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Capital Clean Energy Carriers position peaked at $4.24K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.