Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$332,113
-$191,604 QoQ
Shares Held
3,470
-36.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,653
of 2,360 holders
Holding Since
Mar 2020
22 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, 2026Qtron Investments LLC holds $12,741,261 across 16 Utilities - Regulated Electric names. SO ranks #16 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,989 | $1,666,664 | |
| 2 | DUK |
Duke Energy CORP
|
11,187 | $1,416,050 | |
| 3 | NGG |
National Grid PLC
|
15,005 | $1,243,464 | |
| 4 | EXC |
Exelon Corp
|
23,699 | $1,104,847 | |
| 5 | ED |
Consolidated Edison Inc
|
9,826 | $1,087,050 | |
| 6 | AEE |
Ameren Corp
|
8,254 | $933,032 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,263 | $856,841 | |
| 8 | FE |
Firstenergy Corp
|
16,910 | $803,901 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,113 | 3,470 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $523,717 | 5,426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $473,147 | 5,426 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $713,712 | 7,531 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,070,399 | 22,546 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,211,397 | 24,050 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,184,914 | 14,394 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,298,050 | 14,394 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $732,726 | 9,446 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $677,656 | 9,446 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $485,020 | 6,917 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $861,552 | 13,312 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $716,128 | 10,194 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $708,185 | 10,178 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $816,002 | 11,427 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $889,780 | 13,085 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $933,091 | 13,085 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $948,793 | 13,085 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $897,369 | 13,085 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $435,029 | 7,020 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $424,780 | 7,020 | Shares | Sole | 2021-08-11 | |
| 2020-03-31 | $777,396 | 14,359 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||