Raymond James Financial
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Raymond James Financial’s ADS-TEC Energy ADSE Stock Holding History

Raymond James Financial’s Portfolio ADSE Stock Details ADSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$456K Buy
35,800
+675
+2% +$7.81K ﹤0.01% 4573
2026
Q1 		$404K Hold
35,125
– – ﹤0.01% 4490
2025
Q4 		$445K Sell
35,125
-420
-1% -$4.72K ﹤0.01% 4342
2025
Q3 		$427K Buy
35,545
+420
+1% +$4.69K ﹤0.01% 4217
2025
Q2 		$485K Sell
35,125
-906
-3% -$11.2K ﹤0.01% 4028
2025
Q1 		$540K Sell
36,031
-3,985
-10% -$59.4K ﹤0.01% 3893
2024
Q4 		$621K Buy
+40,016
New +$555K ﹤0.01% 3769

Other funds holding ADSE

MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
RB
Robert Bosch Gerlingen Schillerhoehe, Germany $166M AUM 9.63% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 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
AAM
Aureus Asset Management Boston, Massachusetts $1.65B AUM 26.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Raymond James Financial's ADSE Position: Q2 2026 in Review

Raymond James Financial increased its ADS-TEC Energy (ADSE) stake by 1.9% in Q2 2026, buying an estimated $7.81K and bringing the position to 35,800 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #4573.

Raymond James Financial first reported a position in ADSE in Q4 2024 and has held it in 7 quarters since. The position peaked at $621K in Q4 2024. 16 funds tracked by Wall St. Rank hold ADSE as of Q2 2026.

  • Raymond James Financial held 35,800 shares of ADS-TEC Energy worth $456K as of Q2 2026.
  • Raymond James Financial bought 675 ADS-TEC Energy shares in Q2 2026, an estimated $7.81K.
  • ADS-TEC Energy made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4573 holding.
  • Raymond James Financial first reported a position in ADS-TEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's ADS-TEC Energy position peaked at $621K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held ADS-TEC Energy as of Q2 2026.

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