IWC
AEC

Integrated Wealth Concepts’s Anfield Energy AEC Stock Holding History

Integrated Wealth Concepts’s Portfolio AEC Stock Details AEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$776K Buy
177,505
+82,400
+87% +$399K ﹤0.01% 1508
2026
Q1 		$531K Buy
+95,105
New +$638K ﹤0.01% 1508

Other funds holding AEC

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Integrated Wealth Concepts's AEC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Anfield Energy (AEC) stake by 87% in Q2 2026, buying an estimated $399K and bringing the position to 177,505 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Integrated Wealth Concepts first reported a position in AEC in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold AEC as of Q2 2026.

  • Integrated Wealth Concepts held 177,505 shares of Anfield Energy worth $776K as of Q2 2026.
  • Integrated Wealth Concepts bought 82,400 Anfield Energy shares in Q2 2026, an estimated $399K.
  • Anfield Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1508 holding.
  • Integrated Wealth Concepts first reported a position in Anfield Energy in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Anfield Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.