CUSIP 46137V878DORSEY WRGT ENRGPXIQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
35 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 68.1K | $3.08M | −1.4K | Reduced |
| 2 | Lpl Financial LLC | 35.6K | $1.61M | −410 | Reduced |
| 3 | Bank Of America Corp /De/ | 35.1K | $1.59M | +1.1K | Added |
| 4 | Goldman Sachs Group Inc | 32.5K | $1.47M |
| Added |
| 5 | Iht Wealth Management, LLC | 21.6K | $976.2K | +21.6K | New |
| 6 | Cetera Investment Advisers | 16.1K | $729.4K | −246 | Reduced |
| 7 | Wells Fargo & Company/Mn | 15.4K | $697.0K | −11.8K | Reduced |
| 8 | Kingsview Wealth Management, LLC | 13.6K | $615.0K | 0 | Held |
| 9 | Raymond James Financial Inc | 11.9K | $538.1K | +37 | Added |
| 10 | Trueblood Wealth Management, LLC | 10.4K | $469.7K | +47 | Added |
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