LPL Financial’s Capital Clean Energy Carriers CCEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-42,963
| Closed | -$1M | – | 6021 |
|
|
2025
Q2 | $1M | Sell |
42,963
-9,380
| -18% | -$194K | ﹤0.01% | 3752 |
|
|
2025
Q1 | $1.01M | Buy |
52,343
+1,606
| +3% | +$30.3K | ﹤0.01% | 3556 |
|
|
2024
Q4 | $932K | Buy |
50,737
+1,339
| +3% | +$25K | ﹤0.01% | 3551 |
|
|
2024
Q3 | $929K | Buy |
49,398
+6,783
| +16% | +$115K | ﹤0.01% | 3469 |
|
|
2024
Q2 | $726K | Sell |
42,615
-21,543
| -34% | -$365K | ﹤0.01% | 3543 |
|
|
2024
Q1 | $1.12M | Buy |
64,158
+41,056
| +178% | +$722K | ﹤0.01% | 3074 |
|
|
2023
Q4 | $328K | Buy |
23,102
+1,568
| +7% | +$21.6K | ﹤0.01% | 4019 |
|
|
2023
Q3 | $302K | Sell |
21,534
-825
| -4% | -$12.1K | ﹤0.01% | 3918 |
|
|
2023
Q2 | $309K | Sell |
22,359
-1,270
| -5% | -$16.8K | ﹤0.01% | 3822 |
|
|
2023
Q1 | $317K | Sell |
23,629
-1,629
| -6% | -$22.4K | ﹤0.01% | 3691 |
|
|
2022
Q4 | $345K | Sell |
25,258
-449
| -2% | -$6.46K | ﹤0.01% | 3556 |
|
|
2022
Q3 | $344K | Sell |
25,707
-590
| -2% | -$8.6K | ﹤0.01% | 3467 |
|
|
2022
Q2 | $398K | Sell |
26,297
-285
| -1% | -$4.53K | ﹤0.01% | 3394 |
|
|
2022
Q1 | $485K | Buy |
26,582
+972
| +4% | +$15.4K | ﹤0.01% | 3232 |
|
|
2021
Q4 | $413K | Buy |
25,610
+1,355
| +6% | +$19.9K | ﹤0.01% | 3438 |
|
|
2021
Q3 | $315K | Buy |
24,255
+705
| +3% | +$8.63K | ﹤0.01% | 3615 |
|
|
2021
Q2 | $287K | Buy |
23,550
+5,773
| +32% | +$71K | ﹤0.01% | 3619 |
|
|
2021
Q1 | $198K | Hold |
17,777
| – | – | ﹤0.01% | 3773 |
|
|
2020
Q4 | $144K | Sell |
17,777
-2,480
| -12% | -$18.8K | ﹤0.01% | 3614 |
|
|
2020
Q3 | $134K | Sell |
20,257
-9,024
| -31% | -$61.5K | ﹤0.01% | 3314 |
|
|
2020
Q2 | $237K | Buy |
29,281
+6,303
| +27% | +$52.3K | ﹤0.01% | 3008 |
|
|
2020
Q1 | $168K | Buy |
22,978
+819
| +4% | +$9K | ﹤0.01% | 2868 |
|
|
2019
Q4 | $298K | Buy |
+22,159
| New | +$262K | ﹤0.01% | 2781 |
|
|
2018
Q3 | – | Sell |
-8,520
| Closed | -$183K | – | 3319 |
|
|
2018
Q2 | $183K | Buy |
8,520
+159
| +2% | +$3.48K | ﹤0.01% | 3004 |
|
|
2018
Q1 | $183K | Buy |
8,361
+1,713
| +26% | +$39.5K | ﹤0.01% | 2979 |
|
|
2017
Q4 | $156K | Buy |
6,648
+2,431
| +58% | +$57.1K | ﹤0.01% | 2866 |
|
|
2017
Q3 | $103K | Buy |
4,217
+80
| +2% | +$2.03K | ﹤0.01% | 2773 |
|
|
2017
Q2 | $98K | Sell |
4,137
-170
| -4% | -$4.06K | ﹤0.01% | 2715 |
|
|
2017
Q1 | $106K | Buy |
+4,307
| New | +$102K | ﹤0.01% | 2605 |
|
Other funds holding CCEC
RC
MOS
LPL Financial's CCEC Position: Q3 2025 in Review
LPL Financial sold out of Capital Clean Energy Carriers (CCEC) in Q3 2025, closing a stake of 42,963 shares — an estimated $1M sold.
LPL Financial first reported a position in CCEC in Q1 2017 and held it in 29 quarters. The position peaked at $1.12M in Q1 2024. 26 funds tracked by Wall St. Rank hold CCEC as of Q3 2025.
- LPL Financial reported no remaining Capital Clean Energy Carriers position as of Q3 2025 after selling out during the quarter.
- LPL Financial sold 42,963 Capital Clean Energy Carriers shares in Q3 2025, an estimated $1M.
- LPL Financial first reported a position in Capital Clean Energy Carriers in Q1 2017 and held it in 29 quarters.
- LPL Financial's Capital Clean Energy Carriers position peaked at $1.12M in Q1 2024.
- 26 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q3 2025.
Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.