| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Kingfisher Capital LLC | 17 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 21 |
| Kovack Advisors, Inc. | 12 | 4 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q4 2022 | 16 |
| Kalos Management, Inc. | 9 | 6 | 0.09% | 0.33% | 1.48% | Q4 2017 | Q2 2022 | 15 |
| Private Ocean, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2021 | 11 |
| IFP Advisors, Inc | 11 | 11 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2022 | 11 |
| Tradition Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
| Farmers & Merchants Trust Co of Long Beach | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
| MAI Capital Management | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
| Camelot Portfolios, LLC | 7 | 7 | 0.06% | 0.30% | 0.41% | Q4 2015 | Q2 2017 | 7 |
| UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
| Lake Point Wealth Management | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 4 |
| Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 4 |
| Wallington Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
| RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
| KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
| Astor Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
| JB Capital LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2021 | Q3 2021 | 1 |
| Financial Gravity Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| Arkadios Wealth Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
| Gilbert & Cook, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
| Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| Vantage Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
| Aris Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
| CapWealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
| BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2021 | Q1 2021 | 1 |
This page lists all the filers that currently own FS Energy and Power Fund or have owned FS Energy and Power Fund in the past.