Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,914
-$19,320 QoQ
Shares Held
20
-90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,335
of 2,360 holders
Holding Since
Dec 2020
23 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, 2026WOLFF WIESE MAGANA LLC holds $2,523,781 across 20 Utilities - Regulated Electric names. SO ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
18,273 | $2,312,996 | |
| 2 | OGE |
Oge Energy Corp.
|
1,032 | $50,217 | |
| 3 | D |
Dominion Energy, Inc
|
360 | $24,584 | |
| 4 | DTE |
Dte Energy Co
|
157 | $23,922 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
193 | $22,536 | |
| 6 | NEE |
Nextera Energy Inc
|
229 | $20,099 | |
| 7 | XEL |
Xcel Energy Inc
|
177 | $14,213 | |
| 8 | ED |
Consolidated Edison Inc
|
102 | $11,284 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,914 | 20 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $21,234 | 220 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,056 | 230 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $21,797 | 230 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $20,845 | 227 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $20,872 | 227 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $20,086 | 244 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $22,003 | 244 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $18,927 | 244 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $17,504 | 244 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $16,688 | 238 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $15,403 | 238 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $16,649 | 237 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $16,490 | 237 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $16,924 | 237 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,776 | 232 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $15,474 | 217 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $15,734 | 217 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,165 | 17 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,053 | 17 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,662 | 44 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,056 | 17 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,044 | 17 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||