LFG
CCEC

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
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Larson Financial Group's CCEC Position: Q1 2026 in Review

Larson Financial Group reduced its Capital Clean Energy Carriers (CCEC) stake by 13% in Q1 2026, selling an estimated $6.08K and leaving 1,929 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Larson Financial Group first reported a position in CCEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.8K in Q2 2025. 18 funds tracked by Wall St. Rank hold CCEC as of Q1 2026.

  • Larson Financial Group held 1,929 shares of Capital Clean Energy Carriers worth $38.3K as of Q1 2026.
  • Larson Financial Group sold 285 Capital Clean Energy Carriers shares in Q1 2026, an estimated $6.08K.
  • Capital Clean Energy Carriers made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1497 holding.
  • Larson Financial Group first reported a position in Capital Clean Energy Carriers in Q4 2024 and has held it in 6 quarters since.
  • Larson Financial Group's Capital Clean Energy Carriers position peaked at $51.8K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.