Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$42,973
-$364 QoQ
Shares Held
449
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,206
of 2,360 holders
Holding Since
Mar 2021
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, 2026Key Financial Inc holds $2,760,282 across 26 Utilities - Regulated Electric names. SO ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
8,221 | $561,412 | |
| 2 | ED |
Consolidated Edison Inc
|
4,658 | $515,314 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
5,263 | $427,145 | |
| 4 | EXC |
Exelon Corp
|
7,655 | $356,876 | |
| 5 | NEE |
Nextera Energy Inc
|
2,502 | $219,600 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,444 | $197,553 | |
| 7 | PPL |
PPL Corp
|
3,645 | $132,495 | |
| 8 | DUK |
Duke Energy CORP
|
857 | $108,479 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,973 | 449 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $43,337 | 449 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $39,152 | 449 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $24,261 | 256 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $24,702 | 269 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $24,734 | 269 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $22,144 | 269 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $24,258 | 269 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $19,857 | 256 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $18,365 | 256 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,155 | 45 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $8,931 | 138 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $9,694 | 138 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,991 | 43 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,070 | 43 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,924 | 43 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,066 | 43 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,117 | 43 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,948 | 43 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,664 | 43 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,601 | 43 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,672 | 43 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||