Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,455,461
-$74,960 QoQ
Shares Held
15,207
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#864
of 2,360 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $64,026,038 across 14 Utilities - Regulated Electric names. SO ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
412,261 | $36,184,147 | |
| 2 | EIX |
Edison International
|
85,317 | $6,351,850 | |
| 3 | EXC |
Exelon Corp
|
96,982 | $4,521,300 | |
| 4 | CMS |
Cms Energy Corp
|
50,096 | $3,832,344 | |
| 5 | AEP |
American Electric Power Co Inc
|
19,154 | $2,620,458 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
21,392 | $2,497,943 | |
| 7 | ED |
Consolidated Edison Inc
|
20,361 | $2,252,537 | |
| 8 | NGG |
National Grid PLC
|
23,435 | $1,942,058 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,455,461 | 15,207 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,530,421 | 15,856 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,279,224 | 14,670 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,426,288 | 15,050 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,292,874 | 14,079 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,335,022 | 14,519 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,049,744 | 12,752 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,247,099 | 13,829 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,131,125 | 14,582 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $633,177 | 8,826 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $646,366 | 9,218 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $690,303 | 10,666 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $441,872 | 6,290 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $415,601 | 5,973 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $240,865 | 3,373 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $223,628 | 3,136 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $227,898 | 3,143 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||