Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,105
+$368 QoQ
Shares Held
22
+22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,330
of 2,356 holders
Holding Since
Dec 2025
3 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, 2026Mascoma Wealth Management LLC holds $206,973 across 16 Utilities - Regulated Electric names. SO ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
613 | $83,864 | |
| 2 | NEE |
Nextera Energy Inc
|
480 | $42,129 | |
| 3 | DTE |
Dte Energy Co
|
214 | $32,607 | |
| 4 | DUK |
Duke Energy CORP
|
175 | $22,151 | |
| 5 | EXC |
Exelon Corp
|
188 | $8,764 | |
| 6 | XEL |
Xcel Energy Inc
|
81 | $6,504 | |
| 7 | FTS |
Fortis Inc.
|
91 | $5,207 | |
| 8 | SO |
Southern Co
This page
|
22 | $2,105 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,105 | 22 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,737 | 18 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,569 | 18 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||