Position in SO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$712,221
-$192,915 QoQ
Shares Held
7,379
-28.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Phoenix Financial Ltd. holds $4,486,625 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
51,118 | $4,486,625 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $712,221 | 7,379 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $905,136 | 10,380 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $322,028 | 3,398 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $312,038 | 3,398 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $420,395 | 4,572 | Shares | Defined | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||