Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,347,766
+$547,089 QoQ
Shares Held
24,530
+31.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#704
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. SO ranks #10 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,347,766 | 24,530 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,800,677 | 18,656 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,587,214 | 18,202 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,858,534 | 19,611 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,996,016 | 21,736 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,527,153 | 27,484 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,173,330 | 26,401 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,422,775 | 26,866 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,061,765 | 39,471 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,173,131 | 44,231 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,626,396 | 51,717 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,880,481 | 59,958 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $4,577,209 | 65,156 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $5,264,353 | 75,659 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $5,322,401 | 74,533 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $4,766,256 | 70,092 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $4,691,770 | 65,794 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $5,193,021 | 71,618 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $4,782,906 | 69,742 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $4,837,626 | 78,064 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,627,986 | 76,483 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $4,835,426 | 77,790 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $4,854,935 | 79,032 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,784,772 | 69,804 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,750,725 | 72,338 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,722,429 | 50,285 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||