CUSIP 46137V878DORSEY WRGT ENRGPXIQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 68.1K | $3.08M |
| 2 | Lpl Financial LLC | 35.6K | $1.61M |
| 3 | Bank Of America Corp /De/ | 35.1K | $1.59M |
| 4 | Goldman Sachs Group Inc | 32.5K | $1.47M |
| 5 | Iht Wealth Management, LLC | 21.6K | $976.2K |
| 6 | Cetera Investment Advisers | 16.1K | $729.4K |
| 7 | Wells Fargo & Company/Mn | 15.4K | $697.0K |
| 8 | Kingsview Wealth Management, LLC | 13.6K | $615.0K |
| 9 |
| 11.9K |
| $538.1K |
| 10 | Trueblood Wealth Management, LLC | 10.4K | $469.7K |