Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,109,573
-$610,008 QoQ
Shares Held
53,386
-9.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#472
of 2,360 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 83%
Shared 17%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Tidal Investments LLC holds $412,425,315 across 30 Utilities - Regulated Electric names. SO ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
754,424 | $66,215,793 | |
| 2 | AEP |
American Electric Power Co Inc
|
317,890 | $43,490,530 | |
| 3 | ETR |
Entergy Corp /De/
|
355,791 | $40,866,154 | |
| 4 | XEL |
Xcel Energy Inc
|
505,096 | $40,559,208 | |
| 5 | IDA |
Idacorp Inc
|
218,614 | $33,076,298 | |
| 6 | OGE |
Oge Energy Corp.
|
678,233 | $33,002,817 | |
| 7 | D |
Dominion Energy, Inc
|
324,778 | $22,179,089 | |
| 8 | PCG |
PG&E Corp
|
1,070,885 | $18,012,285 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,109,573 | 53,386 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,719,581 | 59,258 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,532,559 | 40,511 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,688,150 | 28,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,458,380 | 26,771 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,850,585 | 20,126 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,696,368 | 20,607 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,147,456 | 23,813 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,149,354 | 14,817 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,782,667 | 24,849 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,011,883 | 28,692 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,357,243 | 20,971 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,361,445 | 19,380 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,059,633 | 15,229 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $942,683 | 13,201 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $903,448 | 13,286 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $902,998 | 12,663 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $918,121 | 12,662 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $832,012 | 12,132 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $602,658 | 9,725 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $470,102 | 7,769 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $377,186 | 6,068 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $283,376 | 4,613 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||