Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 409
  • Current Value $311 Million
  • Prior Value $285 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 33 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 119 stocks
Track This Portfolio

Track Clean Yield Group Portfolio

Follow Clean Yield Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clean Yield Group, based on Form 13F filings with the SEC.

News

Stay updated on Clean Yield Group with notifications on news.