Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$202,043
+$1,861 QoQ
Shares Held
2,111
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,047
of 2,360 holders
Holding Since
Sep 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, 2026Parcion Private Wealth LLC holds $16,652,101 across 17 Utilities - Regulated Electric names. SO ranks #17 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
24,076 | $2,576,132 | |
| 2 | DUK |
Duke Energy CORP
|
14,810 | $1,874,649 | |
| 3 | EIX |
Edison International
|
22,418 | $1,669,020 | |
| 4 | PCG |
PG&E Corp
|
97,381 | $1,637,948 | |
| 5 | DTE |
Dte Energy Co
|
8,651 | $1,318,152 | |
| 6 | ES |
Eversource Energy
|
17,969 | $1,298,619 | |
| 7 | AEP |
American Electric Power Co Inc
|
8,378 | $1,146,194 | |
| 8 | ETR |
Entergy Corp /De/
|
8,261 | $948,858 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,043 | 2,111 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $200,182 | 2,074 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $226,784 | 2,393 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||