Valeo Financial Advisors, LLC
Position in IMSR — Terrestrial Energy Inc. /DE/
CIK 1722641
CARMEL, IN
Position in IMSR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$106,200
New position
Shares Held
15,000
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 107 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $11,524,962 across 14 Utilities - Regulated Electric names. IMSR ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
26,287 | $2,307,209 | |
| 2 | DUK |
Duke Energy CORP
|
16,334 | $2,067,557 | |
| 3 | SO |
Southern Co
|
20,147 | $1,928,269 | |
| 4 | ETR |
Entergy Corp /De/
|
9,518 | $1,093,237 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,346 | $868,196 | |
| 6 | D |
Dominion Energy, Inc
|
11,885 | $811,626 | |
| 7 | ED |
Consolidated Edison Inc
|
4,364 | $482,789 | |
| 8 | NGG |
National Grid PLC
|
5,274 | $437,056 |
All Filings in IMSR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,200 | 15,000 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||