Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$816,502
+$382,452 QoQ
Shares Held
8,531
+89.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,132
of 2,360 holders
Holding Since
Jun 2023
9 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, 2026Howard Capital Management Inc. holds $45,229,150 across 19 Utilities - Regulated Electric names. SO ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
67,260 | $7,725,483 | |
| 2 | AEP |
American Electric Power Co Inc
|
54,390 | $7,441,095 | |
| 3 | EVRG |
Evergy, Inc.
|
60,741 | $5,249,844 | |
| 4 | PPL |
PPL Corp
|
131,742 | $4,788,821 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
54,587 | $4,430,280 | |
| 6 | EXC |
Exelon Corp
|
69,602 | $3,244,845 | |
| 7 | ES |
Eversource Energy
|
27,171 | $1,963,648 | |
| 8 | FE |
Firstenergy Corp
|
40,509 | $1,925,797 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,502 | 8,531 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $434,050 | 4,497 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $750,356 | 8,605 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $811,325 | 8,561 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $801,216 | 8,725 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $621,490 | 6,759 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $614,930 | 7,470 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $642,983 | 7,130 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $220,725 | 3,142 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||