Larson Financial Group’s Capital Clean Energy Carriers CCEC Stock Holding History

Larson Financial Group’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	$41.2K	Hold	1,929	–	–	﹤0.01%	1605
2026 Q1	$38.3K	Sell	1,929 -285	-13%	-$6.08K	﹤0.01%	1497
2025 Q4	$46.2K	Hold	2,214	–	–	﹤0.01%	1271
2025 Q3	$49.8K	Hold	2,214	–	–	﹤0.01%	1161
2025 Q2	$51.8K	Hold	2,214	–	–	﹤0.01%	1058
2025 Q1	$42.6K	Hold	2,214	–	–	﹤0.01%	1091
2024 Q4	$40.6K	Buy	+2,214	New	+$41.3K	﹤0.01%	965

Other funds holding CCEC

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Larson Financial Group's CCEC Position: Q2 2026 in Review

Larson Financial Group held its Capital Clean Energy Carriers (CCEC) position steady in Q2 2026 at 1,929 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Larson Financial Group first reported a position in CCEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.8K in Q2 2025. 21 funds tracked by Wall St. Rank hold CCEC as of Q2 2026.

Larson Financial Group held 1,929 shares of Capital Clean Energy Carriers worth $41.2K as of Q2 2026.
Larson Financial Group left its Capital Clean Energy Carriers share count unchanged in Q2 2026.
Capital Clean Energy Carriers made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1605 holding.
Larson Financial Group first reported a position in Capital Clean Energy Carriers in Q4 2024 and has held it in 7 quarters since.
Larson Financial Group's Capital Clean Energy Carriers position peaked at $51.8K in Q2 2025.
21 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.