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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Iberdrola, S.A. (IBDRY)

Other OTC - Other OTC Delayed price. Currency in USD

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49.34

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At close: 03:59PM EDT

Major holders

Currency in USD

0.00%	% of shares held by all insiders
0.07%	% of shares held by institutions
0.07%	% of float held by institutions
33	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
SVB Wealth LLC	4,690	30 Dec 2023	0.00%	231,404
Yousif Capital Management, LLC	28,027	30 Dec 2023	0.00%	1,382,852
Henry James International Management Inc.	7,928	30 Dec 2023	0.00%	391,167
Rhumbline Advisers	17,948	30 Dec 2023	0.00%	885,554
SIT Investment Associates Inc	66,029	30 Dec 2023	0.00%	3,257,870
PNC Financial Services Group, Inc.	728	30 Dec 2023	0.00%	35,919
Operose Advisors LLC	600	30 Dec 2023	0.00%	29,604
Gamma Investing LLC	1,850	30 Mar 2024	0.00%	91,279
Beach Investment Counsel Inc/pa	24,855	30 Mar 2024	0.00%	1,226,345
Boyd Watterson Asset Management, LLC	440	30 Dec 2023	0.00%	21,709

Holder	Shares	Date reported	% out	Value
First Trust North American Energy Infrastructure Fund	353,645	28 Feb 2024	0.02%	17,448,844
Goldman Sachs Income Builder Fund	164,103	30 Jan 2024	0.01%	8,096,842
First Trust Energy Income & Growth Fund	11,500	29 Nov 2023	0.00%	567,410
Gabelli Utilities Fund	39,000	30 Dec 2023	0.00%	1,924,260
Timothy Plan International Fund	50,200	30 Dec 2023	0.00%	2,476,868
James Advantage Balanced Golden Rainbow Fund	20,100	30 Dec 2023	0.00%	991,734
First Trust MLP & Energy Income Fund	14,500	30 Jan 2024	0.00%	715,430
First Trust Energy Income Partners Strategy ETF	37,496	28 Feb 2024	0.00%	1,850,052
Trust For Professional Managers-PMC Diversified Equity Fund	45,989	30 Mar 2024	0.00%	2,269,097
Gabelli Dividend & Income Trust Fund	45,000	29 Sept 2023	0.00%	2,220,300