Position in SAFX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$71
New position
Shares Held
161
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 54 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $585,601 across 17 Utilities - Renewable names. SAFX ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEPC |
Brookfield Renewable Corp
|
3,884 | $144,174 | |
| 2 | ORA |
Ormat Technologies, Inc.
|
1,227 | $133,620 | |
| 3 | FLNC |
Fluence Energy, Inc.
|
4,708 | $93,595 | |
| 4 | CWEN |
Clearway Energy, Inc.
|
2,417 | $82,613 | |
| 5 | BEP |
Brookfield Renewable Partners L.P.
|
2,348 | $81,546 | |
| 6 | ENLT |
Enlight Renewable Energy Ltd.
|
230 | $20,474 | |
| 7 | XIFR |
XPLR Infrastructure, LP
|
1,200 | $14,172 | |
| 8 | WAVE |
Eco Wave Power Global AB (publ)
|
745 | $6,742 |
All Filings in SAFX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71 | 161 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||