Raymond James Financial
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Raymond James Financial’s Capital Clean Energy Carriers CCEC Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-5,437
Closed -$127K – 6929
2025
Q2 		$127K Buy
+5,437
New +$112K ﹤0.01% 4742

Other funds holding CCEC

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBF Capital
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial's CCEC Position: Q3 2025 in Review

Raymond James Financial sold out of Capital Clean Energy Carriers (CCEC) in Q3 2025, closing a stake of 5,437 shares — an estimated $127K sold.

Raymond James Financial first reported a position in CCEC in Q2 2025 and held it in 1 quarter. The position peaked at $127K in Q2 2025. 26 funds tracked by Wall St. Rank hold CCEC as of Q3 2025.

  • Raymond James Financial reported no remaining Capital Clean Energy Carriers position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 5,437 Capital Clean Energy Carriers shares in Q3 2025, an estimated $127K.
  • Raymond James Financial first reported a position in Capital Clean Energy Carriers in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Capital Clean Energy Carriers position peaked at $127K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.