Stem, Inc.
STEM- 交易所
- NYSE
- 產業
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001758766
近 90 天,Stem, Inc. 內部人申報 0 筆公開市場買進、5 筆賣出;2026 年第 2 季末有 72 家機構在 13F 申報持有,市值合計 $1,720 萬;沒有大師持有。
2023 年第 4 季 13F 持有人
Stem, Inc. 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 225
- 較 2023 年第 3 季 −2 家
- 持有股數
- 9,816 萬
- 較 2023 年第 3 季 −1,016 萬 (−9.4%)
- 總市值
- $3.81 億
- 較 2023 年第 3 季 −$7,827 萬 (−17.0%)
- 新進機構
- 35
- 另有 63 家加碼
- 清倉機構
- 37
- 另有 83 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 STEM 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 72 | $1,720 萬 |
| 2026 年第 1 季 | 75 | $1,736 萬 |
| 2025 年第 4 季 | 86 | $2,790 萬 |
| 2025 年第 3 季 | 85 | $3,439 萬 |
| 2025 年第 2 季 | 81 | $1,006 萬 |
| 2025 年第 1 季 | 155 | $1,618 萬 |
| 2024 年第 4 季 | 142 | $3,094 萬 |
| 2024 年第 3 季 | 150 | $1,983 萬 |
| 2024 年第 2 季 | 183 | $8,860 萬 |
| 2024 年第 1 季 | 211 | $2.12 億 |
| 2023 年第 4 季 | 225 | $3.81 億 |
| 2023 年第 3 季 | 228 | $4.60 億 |
| 2023 年第 2 季 | 227 | $5.93 億 |
| 2023 年第 1 季 | 228 | $5.48 億 |
| 2022 年第 4 季 | 235 | $8.19 億 |
| 2022 年第 3 季 | 220 | $11.0 億 |
| 2022 年第 2 季 | 204 | $5.82 億 |
| 2022 年第 1 季 | 192 | $8.49 億 |
| 2021 年第 4 季 | 207 | $14.6 億 |
| 2021 年第 3 季 | 176 | $14.1 億 |
| 2021 年第 2 季 | 189 | $21.2 億 |
| 2021 年第 1 季 | 6 | $4,507 萬 |
2023 年第 4 季持有機構
每家機構持有 Stem, Inc. 的股數、市值與佔組合比重;股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cutler Group LP | 31 | $0 | 0.00% | −719−95.9% | 減碼 |
| Covestor Ltd | 21 | $0 | 0.00% | −2−8.7% | 減碼 |
| Eukles Asset Management | 1 | $4 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 5 | $19 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 17 | $66 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 20 | $78 | 0.00% | −680−97.1% | 減碼 |
| Missouri Trust & Investment Co | 55 | $213 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 100 | $388 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 126 | $489 | 0.00% | +126 | 新進 |
| Albion Financial Group | 135 | $524 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 138 | $535 | 0.00% | −155−52.9% | 減碼 |
| Russell Investments Group, Ltd. | 139 | $539 | 0.00% | +63+82.9% | 加碼 |
| Signaturefd, LLC | 157 | $609 | 0.00% | −534−77.3% | 減碼 |
| Retirement Group, LLC | 162 | $629 | 0.00% | −150−48.1% | 減碼 |
| GAMMA Investing LLC | 249 | $737 | 0.00% | +249 | 新進 |
| Bourgeon Capital Management LLC | 200 | $776 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 200 | $776 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 218 | $846 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 236 | $916 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 242 | $939 | 0.00% | 00.0% | 不變 |
| City Holding Co | 250 | $970 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 172 | $1,000 | 0.00% | +172 | 新進 |
| PSI Advisors, LLC | 300 | $1,164 | 0.00% | 00.0% | 不變 |
| Scarborough Advisors, LLC | 300 | $1,164 | 0.00% | +300 | 新進 |
| Main Street Group, LTD | 300 | $1,164 | 0.00% | +300 | 新進 |
| ORG Partners LLC | 325 | $1,261 | 0.00% | +175+116.7% | 加碼 |
| Harbour Investments, Inc. | 356 | $1,381 | 0.00% | +356 | 新進 |
| Farther Finance Advisors, LLC | 371 | $1,439 | 0.00% | +371 | 新進 |
| Naples Money Management LLC | 433 | $1,680 | 0.00% | +433 | 新進 |
| First Horizon Advisors, Inc. | 447 | $1,734 | 0.00% | +193+76.0% | 加碼 |
| HM Payson & Co | 500 | $1,940 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 500 | $1,940 | 0.00% | 00.0% | 不變 |
| New Millennium Group LLC | 500 | $1,940 | 0.00% | +500 | 新進 |
| VitalStone Financial, LLC | 525 | $2,000 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 540 | $2,096 | 0.00% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 566 | $2,196 | 0.00% | −30,934−98.2% | 減碼 |
| Sandy Spring Bank | 700 | $2,716 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 770 | $2,988 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 998 | $3,872 | 0.00% | +998 | 新進 |
| Capital Analysts, LLC | 1,080 | $4,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,100 | $4,268 | 0.00% | −1,000−47.6% | 減碼 |
| Nisa Investment Advisors, LLC | 1,261 | $4,893 | 0.00% | −3,022−70.6% | 減碼 |
| GWM Advisors LLC | 1,783 | $6,918 | 0.00% | −2,845−61.5% | 減碼 |
| CWM, LLC | 1,882 | $7,000 | 0.00% | −1,991−51.4% | 減碼 |
| Comerica Bank | 2,137 | $8,292 | 0.00% | −1,947−47.7% | 減碼 |
| Versant Capital Management, Inc | 2,443 | $9,479 | 0.00% | +713+41.2% | 加碼 |
| Lindbrook Capital, LLC | 2,458 | $9,537 | 0.00% | +2,384+3,221.6% | 加碼 |
| Advisors Asset Management, Inc. | 2,739 | $1.06 萬 | 0.00% | −8,810−76.3% | 減碼 |
| Quadrant Capital Group LLC | 2,976 | $1.15 萬 | 0.00% | +2,505+531.8% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,000 | $1.16 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,415 | $1.33 萬 | 0.00% | +1,415+70.8% | 加碼 |
| US Bancorp | 3,596 | $1.40 萬 | 0.00% | +652+22.1% | 加碼 |
| Allworth Financial LP | 4,389 | $1.70 萬 | 0.00% | +3,229+278.4% | 加碼 |
| Armstrong Advisory Group, Inc | 4,424 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 4,614 | $1.79 萬 | 0.00% | −509−9.9% | 減碼 |
| Byrne Asset Management LLC | – | $2.10 萬 | 0.02% | – | – |
| Federation des caisses Desjardins du Quebec | 5,877 | $2.28 萬 | 0.00% | +1,844+45.7% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 6,672 | $2.50 萬 | 0.01% | −3,452−34.1% | 減碼 |
| Metropolitan Life Insurance Co | 7,932 | $3.08 萬 | 0.00% | 00.0% | 不變 |
| CKW Financial Group | 8,389 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Prudential Financial Inc | 10,185 | $3.95 萬 | 0.00% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 10,186 | $3.95 萬 | 0.00% | +10,186 | 新進 |
| Wealthspire Advisors, LLC | 10,582 | $4.11 萬 | 0.00% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 10,603 | $4.11 萬 | 0.00% | +10,603 | 新進 |
| Meridian Wealth Management, LLC | 10,675 | $4.14 萬 | 0.00% | +175+1.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 10,793 | $4.19 萬 | 0.00% | −2,204,752−99.5% | 減碼 |
| MQS Management LLC | 11,418 | $4.43 萬 | 0.02% | +11,418 | 新進 |
| Sequoia Financial Advisors, LLC | 12,000 | $4.66 萬 | 0.00% | −1,000−7.7% | 減碼 |
| Deuterium Capital Management, LLC | 12,000 | $4.66 萬 | 0.16% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 12,041 | $4.67 萬 | 0.01% | +12,041 | 新進 |
| Toroso Investments, LLC | 12,125 | $4.70 萬 | 0.00% | +543+4.7% | 加碼 |
| IHT Wealth Management, LLC | 12,390 | $4.81 萬 | 0.00% | −1,175−8.7% | 減碼 |
| Tortoise Investment Management, LLC | 12,843 | $4.98 萬 | 0.01% | 00.0% | 不變 |
| Amalgamated Bank | 12,873 | $5.00 萬 | 0.00% | −1,562−10.8% | 減碼 |
| Alpine Global Management, LLC | 13,251 | $5.14 萬 | 0.01% | +13,251 | 新進 |
| Clear Harbor Asset Management, LLC | 13,707 | $5.32 萬 | 0.01% | −5,676−29.3% | 減碼 |
| Sigma Planning Corp | 13,775 | $5.34 萬 | 0.00% | −6,300−31.4% | 減碼 |
| Lazari Capital Management, Inc. | 13,886 | $5.39 萬 | 0.03% | +3,800+37.7% | 加碼 |
| 360 Financial, Inc. | 14,017 | $5.44 萬 | 0.02% | −707−4.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 14,154 | $5.49 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 14,835 | $5.80 萬 | 0.00% | −6,190−29.4% | 減碼 |
| MTM Investment Management, LLC | 15,000 | $5.82 萬 | 0.03% | 00.0% | 不變 |
| Wellington Wealth Strategies, LLC. | 16,890 | $6.55 萬 | 0.06% | +16,890 | 新進 |
| J.W. Cole Advisors, Inc. | 17,321 | $6.72 萬 | 0.00% | −7,650−30.6% | 減碼 |
| Principal Financial Group Inc | 18,072 | $7.01 萬 | 0.00% | −2,995−14.2% | 減碼 |
| Victory Capital Management Inc | 19,536 | $7.58 萬 | 0.00% | +3,955+25.4% | 加碼 |
| Mariner, LLC | 19,679 | $7.64 萬 | 0.00% | +3,028+18.2% | 加碼 |
| Vident Advisory, LLC | 20,201 | $7.84 萬 | 0.00% | −5,375−21.0% | 減碼 |
| Prospera Financial Services Inc | 20,835 | $8.08 萬 | 0.00% | −3,234−13.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 21,700 | $8.42 萬 | 0.00% | −115,504−84.2% | 減碼 |
| Pictet Asset Management Holding SA | 21,826 | $8.47 萬 | 0.00% | 00.0% | 不變 |
| SIR Capital Management, L.P. | 22,888 | $8.88 萬 | 0.01% | +22,888 | 新進 |
| ProShare Advisors LLC | 23,583 | $9.15 萬 | 0.00% | +5,075+27.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 25,000 | $9.70 萬 | 0.00% | +6,050+31.9% | 加碼 |
| Aries Wealth Management | 25,000 | $9.70 萬 | 0.03% | +10,000+66.7% | 加碼 |
| Quadrature Capital Ltd | 26,545 | $10.3 萬 | 0.00% | −25,350−48.8% | 減碼 |
| Integrated Wealth Concepts LLC | 26,510 | $10.3 萬 | 0.00% | −2,932−10.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 27,960 | $10.8 萬 | 0.00% | +286+1.0% | 加碼 |
| Emfo, LLC | 29,140 | $11.3 萬 | 0.11% | 00.0% | 不變 |