Position in SAFX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4
-$1 QoQ
Shares Held
10
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 54 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAFX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026IFP Advisors, Inc holds $324,661 across 12 Utilities - Renewable names. SAFX ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWEN |
Clearway Energy, Inc.
|
3,875 | $132,447 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
3,337 | $123,869 | |
| 3 | FLNC |
Fluence Energy, Inc.
|
1,540 | $30,615 | |
| 4 | BEP |
Brookfield Renewable Partners L.P.
|
621 | $21,567 | |
| 5 | ORA |
Ormat Technologies, Inc.
|
108 | $11,761 | |
| 6 | XIFR |
XPLR Infrastructure, LP
|
200 | $2,362 | |
| 7 | AXIAY |
AXIA Energia S.A.
|
146 | $1,541 | |
| 8 | FRVO |
Fervo Energy Co
|
14 | $409 |
All Filings in SAFX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4 | 10 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5 | 14 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3 | 14 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||