Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$31,775
+$213 QoQ
Shares Held
332
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,226
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026NVWM, LLC holds $6,736,704 across 22 Utilities - Regulated Electric names. SO ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
24,727 | $1,985,578 | |
| 2 | NEE |
Nextera Energy Inc
|
22,401 | $1,966,135 | |
| 3 | DUK |
Duke Energy CORP
|
13,504 | $1,709,335 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
6,156 | $499,620 | |
| 5 | IDA |
Idacorp Inc
|
2,316 | $350,410 | |
| 6 | PPL |
PPL Corp
|
2,005 | $72,881 | |
| 7 | AEP |
American Electric Power Co Inc
|
426 | $58,281 | |
| 8 | EXC |
Exelon Corp
|
872 | $40,652 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,775 | 332 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $31,562 | 327 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $28,078 | 322 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $30,515 | 322 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $30,028 | 327 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $30,067 | 327 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $26,095 | 317 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $28,587 | 317 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $24,589 | 317 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,382 | 312 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $23,139 | 330 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $86,077 | 1,330 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $93,432 | 1,330 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $96,924 | 1,393 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $103,330 | 1,447 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $101,660 | 1,495 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $151,676 | 2,127 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $154,228 | 2,127 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $110,139 | 1,606 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $99,523 | 1,606 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $97,602 | 1,613 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $100,264 | 1,613 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $99,086 | 1,613 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $115,921 | 2,138 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $537,580 | 10,368 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $533,170 | 9,848 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||