Clean Yield Group
All 13F Filings
- Location
- Norwich, VT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 403,004
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 395 | 403,004 | 13F-HR | Clean Yield Group |
| Q1 2026 | 4/14/2026 | 385 | 355,230 | 13F-HR | Clean Yield Group |
| Q4 2025 | 1/26/2026 | 410 | 360,238 | 13F-HR | Clean Yield Group |
| Q3 2025 | 10/23/2025 | 426 | 353,804 | 13F-HR | Clean Yield Group |
| Q2 2025 | 7/17/2025 | 408 | 334,294 | 13F-HR | Clean Yield Group |
| Q2 2014 | 7/21/2014 | 126 | 202,409 | 13F-HR | Clean Yield Group |
| Q1 2014 | 4/24/2014 | 115 | 193,376 | 13F-HR | Clean Yield Group |
| Q4 2013 | 1/31/2014 | 112 | 186,840 | 13F-HR | Clean Yield Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 393.2 K | 97.6% | 46.02 K | 0 | 46.02 K |
| ETFs | 9.778 K | 2.4% | 1.751 K | 0 | 1.751 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
403,004
Holdings
395
QoQ value change ($000)
47,774
(13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.