Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$512,239
+$47,978 QoQ
Shares Held
5,352
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,388
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026Inspire Advisors, LLC holds $21,803,056 across 18 Utilities - Regulated Electric names. SO ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
37,262 | $3,220,554 | |
| 2 | ES |
Eversource Energy
|
42,667 | $3,083,544 | |
| 3 | EIX |
Edison International
|
37,060 | $2,759,117 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
25,246 | $2,701,322 | |
| 5 | NEE |
Nextera Energy Inc
|
20,747 | $1,820,964 | |
| 6 | D |
Dominion Energy, Inc
|
22,474 | $1,534,749 | |
| 7 | DUK |
Duke Energy CORP
|
11,961 | $1,514,023 | |
| 8 | ETR |
Entergy Corp /De/
|
12,140 | $1,394,400 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,239 | 5,352 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $464,261 | 4,810 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $388,737 | 4,458 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $472,144 | 4,982 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $835,561 | 9,099 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $867,272 | 9,432 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $228,108 | 2,771 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $256,471 | 2,844 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||