Position in SO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$202,692
-$123,316 QoQ
Shares Held
2,100
-39.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 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, 2026PFG Advisors holds $4,711,080 across 11 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
9,519 | $1,018,533 | |
| 2 | NEE |
Nextera Energy Inc
|
8,364 | $734,108 | |
| 3 | IDA |
Idacorp Inc
|
4,760 | $720,188 | |
| 4 | DUK |
Duke Energy CORP
|
4,135 | $523,408 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,424 | $399,820 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,575 | $352,285 | |
| 7 | CNP |
Centerpoint Energy Inc
|
6,148 | $270,757 | |
| 8 | XEL |
Xcel Energy Inc
|
3,020 | $242,506 |
All Filings in SO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,692 | 2,100 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $326,008 | 3,440 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $234,074 | 2,549 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $1,082,341 | 15,407 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $653,773 | 9,396 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $487,087 | 6,821 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $403,036 | 5,927 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $336,012 | 4,712 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $331,370 | 4,570 | Shares | Sole | 2022-04-19 | |
| 2021-09-30 | $229,289 | 3,700 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $244,399 | 4,039 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $242,486 | 3,901 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||