Position in SO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$14,284
+$10,168 QoQ
Shares Held
148
+196.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Minot DeBlois Advisors LLC holds $953,182 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,860 | $953,182 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,284 | 148 | Shares | Sole | 2026-05-08 | |
| 2024-12-31 | $4,116 | 50 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||