Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,652
-$986 QoQ
Shares Held
100
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Lavaca Capital LLC holds $2,064,091 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,000 | $1,053,240 | |
| 2 | AEE |
Ameren Corp
|
7,551 | $853,565 | |
| 3 | ETR |
Entergy Corp /De/
|
550 | $63,173 | |
| 4 | AEP |
American Electric Power Co Inc
|
200 | $27,362 | |
| 5 | EVRG |
Evergy, Inc.
|
300 | $25,929 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
200 | $23,354 | |
| 7 | DUK |
Duke Energy CORP
|
138 | $17,468 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,652 | 100 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,638 | 122 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,561 | 122 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,203 | 122 | Shares | Sole | 2025-08-28 | |
| 2025-03-31 | $11,217 | 122 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,043 | 122 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||