Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,211
-$527 QoQ
Shares Held
650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,165
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $18,402,633 across 17 Utilities - Regulated Electric names. SO ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
175,341 | $15,389,679 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,800 | $1,203,928 | |
| 3 | DUK |
Duke Energy CORP
|
2,584 | $327,082 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
4,000 | $324,640 | |
| 5 | OGE |
Oge Energy Corp.
|
6,600 | $321,156 | |
| 6 | ED |
Consolidated Edison Inc
|
2,800 | $309,764 | |
| 7 | LNT |
Alliant Energy Corp
|
2,150 | $164,023 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
840 | $98,086 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,211 | 650 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $62,738 | 650 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $126,440 | 1,450 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $137,416 | 1,450 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $136,826 | 1,490 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $133,327 | 1,450 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $119,364 | 1,450 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $130,761 | 1,450 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $112,476 | 1,450 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $104,023 | 1,450 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $101,674 | 1,450 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $93,844 | 1,450 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $101,862 | 1,450 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $100,891 | 1,450 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $701,603 | 9,825 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $708,900 | 10,425 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $475,994 | 6,675 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $484,004 | 6,675 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $423,481 | 6,175 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $409,807 | 6,613 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $572,606 | 9,463 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $542,346 | 8,725 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $499,118 | 8,125 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $424,271 | 7,825 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $452,391 | 8,725 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $540,046 | 9,975 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||