Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,571
-$81 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,297
of 2,360 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PITTENGER & ANDERSON INC holds $16,488,491 across 15 Utilities - Regulated Electric names. SO ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
45,280 | $6,194,756 | |
| 2 | NGG |
National Grid PLC
|
57,145 | $4,735,606 | |
| 3 | NEE |
Nextera Energy Inc
|
32,995 | $2,895,971 | |
| 4 | DUK |
Duke Energy CORP
|
8,025 | $1,015,804 | |
| 5 | D |
Dominion Energy, Inc
|
14,535 | $992,595 | |
| 6 | LNT |
Alliant Energy Corp
|
4,153 | $316,832 | |
| 7 | AEE |
Ameren Corp
|
868 | $98,118 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,026 | $83,270 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,571 | 100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,652 | 100 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,720 | 100 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,477 | 100 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||