Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$270,763
-$168 QoQ
Shares Held
2,829
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,803
of 2,360 holders
Holding Since
Mar 2020
19 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, 2026Royal Fund Management, LLC holds $16,502,111 across 10 Utilities - Regulated Electric names. SO ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
39,809 | $5,039,023 | |
| 2 | D |
Dominion Energy, Inc
|
51,548 | $3,520,212 | |
| 3 | NEE |
Nextera Energy Inc
|
29,553 | $2,593,866 | |
| 4 | XEL |
Xcel Energy Inc
|
24,368 | $1,956,750 | |
| 5 | PPL |
PPL Corp
|
47,343 | $1,720,918 | |
| 6 | ETR |
Entergy Corp /De/
|
4,300 | $493,898 | |
| 7 | ED |
Consolidated Edison Inc
|
3,292 | $364,193 | |
| 8 | LNT |
Alliant Energy Corp
|
4,444 | $339,032 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,763 | 2,829 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $270,931 | 2,807 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $243,549 | 2,793 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $334,261 | 3,640 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $299,113 | 3,253 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $266,058 | 3,232 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $651,099 | 7,220 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $278,398 | 3,589 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $392,991 | 5,478 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $343,237 | 4,895 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $316,221 | 4,886 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $336,076 | 4,784 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $329,113 | 4,730 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $335,912 | 4,704 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $305,592 | 4,494 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $285,881 | 4,009 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $289,097 | 3,987 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $265,061 | 3,865 | Shares | Sole | 2022-02-11 | |
| 2020-03-31 | $180,611 | 3,336 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||