Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$352,787
-$85,124 QoQ
Shares Held
3,686
-18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,613
of 2,360 holders
Holding Since
Mar 2020
5 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, 2026Strategic Investment Advisors / MI holds $14,065,737 across 16 Utilities - Regulated Electric names. SO ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
22,460 | $1,672,147 | |
| 2 | ED |
Consolidated Edison Inc
|
13,719 | $1,517,732 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
15,846 | $1,286,061 | |
| 4 | PPL |
PPL Corp
|
33,825 | $1,229,538 | |
| 5 | DTE |
Dte Energy Co
|
7,903 | $1,204,180 | |
| 6 | FE |
Firstenergy Corp
|
24,222 | $1,151,513 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
9,717 | $1,134,654 | |
| 8 | DUK |
Duke Energy CORP
|
7,712 | $976,184 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,787 | 3,686 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $437,911 | 4,537 | Shares | Sole | 2026-05-18 | |
| 2020-09-30 | $241,604 | 4,456 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $332,617 | 6,415 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $317,801 | 5,870 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||