Kennebec Savings Bank’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Kennebec Savings Bank’s Portfolio PBW Stock Details PBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3K	Hold	77	–	–	﹤0.01%	263
2026 Q1	$2.43K	Sell	77 -542	-88%	-$18.1K	﹤0.01%	235
2025 Q4	$18.9K	Hold	619	–	–	0.02%	190
2025 Q3	$17.9K	Buy	619 +316	+104%	+$7.8K	0.02%	196
2025 Q2	$6.04K	Hold	303	–	–	0.01%	224
2025 Q1	$4.77K	Hold	303	–	–	0.01%	228
2024 Q4	$6.09K	Hold	303	–	–	0.01%	224
2024 Q3	$6.07K	Buy	+303	New	+$6.04K	0.01%	242

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kennebec Savings Bank's PBW Position: Q2 2026 in Review

Kennebec Savings Bank held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 77 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Kennebec Savings Bank first reported a position in PBW in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.9K in Q4 2025. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Kennebec Savings Bank held 77 shares of Invesco WilderHill Clean Energy ETF worth $3K as of Q2 2026.
Kennebec Savings Bank left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Kennebec Savings Bank's portfolio in Q2 2026, its #263 holding.
Kennebec Savings Bank first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2024 and has held it in 8 quarters since.
Kennebec Savings Bank's Invesco WilderHill Clean Energy ETF position peaked at $18.9K in Q4 2025.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.