Position in XIFR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,172
-$278,940 QoQ
Shares Held
1,200
-92.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 216 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XIFR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $592,148 across 17 Utilities - Renewable names. XIFR ranks #7 (2.4% 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
This page
|
1,200 | $14,172 | |
| 8 | WAVE |
Eco Wave Power Global AB (publ)
|
745 | $6,742 |
All Filings in XIFR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,172 | 1,200 | Shares | Sole | 2026-08-12 | |
| 2024-12-31 | $293,112 | 16,467 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $412,780 | 14,945 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $355,478 | 12,861 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $326,458 | 10,853 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||