Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,201
-$5,713 QoQ
Shares Held
23
-72.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,332
of 2,360 holders
Holding Since
Mar 2021
22 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $226,374 across 29 Utilities - Regulated Electric names. SO ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
737 | $54,869 | |
| 2 | DUK |
Duke Energy CORP
|
211 | $26,708 | |
| 3 | EXC |
Exelon Corp
|
354 | $16,503 | |
| 4 | AEP |
American Electric Power Co Inc
|
102 | $13,954 | |
| 5 | NGG |
National Grid PLC
|
159 | $13,176 | |
| 6 | ED |
Consolidated Edison Inc
|
115 | $12,722 | |
| 7 | NEE |
Nextera Energy Inc
|
113 | $9,918 | |
| 8 | KEP |
Korea Electric Power Corp
|
744 | $9,002 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,201 | 23 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,914 | 82 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,272 | 49 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $4,643 | 49 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,744 | 19 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,747 | 19 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,564 | 19 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,713 | 19 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,473 | 19 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,363 | 19 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,332 | 19 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,229 | 19 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,334 | 19 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,322 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,356 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,292 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,354 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,377 | 19 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,303 | 19 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,177 | 19 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,149 | 19 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,181 | 19 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||