TCA
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Tortoise Capital Advisors’s Stem STEM Stock Holding History

Tortoise Capital Advisors’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-65,528
Closed -$7.43M – 103
2023
Q1 		$7.43M Sell
65,528
-44,330
-40% -$7.51M 0.11% 60
2022
Q4 		$19.6M Buy
109,858
+35,321
+47% +$8.49M 0.29% 44
2022
Q3 		$19.9M Buy
74,537
+2,714
+4% +$694K 0.31% 42
2022
Q2 		$10.3M Buy
71,823
+2,938
+4% +$489K 0.16% 51
2022
Q1 		$15.2M Buy
68,885
+41,639
+153% +$9.69M 0.2% 45
2021
Q4 		$10.3M Buy
27,246
+14,074
+107% +$6.1M 0.16% 46
2021
Q3 		$6.29M Buy
+13,172
New +$6.93M 0.1% 58

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Tortoise Capital Advisors's STEM Position: Q2 2023 in Review

Tortoise Capital Advisors sold out of Stem (STEM) in Q2 2023, closing a stake of 65,528 shares — an estimated $7.43M sold.

Tortoise Capital Advisors first reported a position in STEM in Q3 2021 and held it in 7 quarters. The position peaked at $19.9M in Q3 2022. 225 funds tracked by Wall St. Rank hold STEM as of Q2 2023.

  • Tortoise Capital Advisors reported no remaining Stem position as of Q2 2023 after selling out during the quarter.
  • Tortoise Capital Advisors sold 65,528 Stem shares in Q2 2023, an estimated $7.43M.
  • Tortoise Capital Advisors first reported a position in Stem in Q3 2021 and held it in 7 quarters.
  • Tortoise Capital Advisors's Stem position peaked at $19.9M in Q3 2022.
  • 225 funds tracked by Wall St. Rank held Stem as of Q2 2023.

Based on Tortoise Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.