Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,013,266
-$220,710 QoQ
Shares Held
10,498
-30.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
10 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, 2026Dynamic Technology Lab Private Ltd holds $15,976,347 across 12 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
71,498 | $4,059,656 | |
| 2 | EXC |
Exelon Corp
|
43,775 | $2,040,790 | |
| 3 | XEL |
Xcel Energy Inc
|
25,062 | $2,012,478 | |
| 4 | FE |
Firstenergy Corp
|
35,439 | $1,684,770 | |
| 5 | DUK |
Duke Energy CORP
|
10,652 | $1,348,330 | |
| 6 | OGE |
Oge Energy Corp.
|
26,542 | $1,291,533 | |
| 7 | CNP |
Centerpoint Energy Inc
|
25,412 | $1,119,144 | |
| 8 | EVRG |
Evergy, Inc.
|
9,111 | $787,463 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,013,266 | 10,498 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $1,233,976 | 14,990 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $1,920,633 | 24,760 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,963,500 | 28,002 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,458,529 | 22,536 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $664,823 | 9,323 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $576,197 | 9,298 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,724,693 | 61,555 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $676,712 | 11,016 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $1,337,937 | 25,804 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||