Position in SO
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$203,850
-$15,921 QoQ
Shares Held
2,112
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
3 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, 2026San Luis Wealth Advisors LLC holds $4,959,720 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
16,137 | $1,101,995 | |
| 2 | ES |
Eversource Energy
|
14,850 | $1,073,209 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,143 | $977,233 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
9,576 | $777,188 | |
| 5 | EIX |
Edison International
|
5,648 | $420,493 | |
| 6 | AEE |
Ameren Corp
|
3,006 | $339,798 | |
| 7 | NEE |
Nextera Energy Inc
|
3,074 | $269,804 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,850 | 2,112 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $219,771 | 2,319 | Shares | Sole | 2025-11-18 | |
| 2022-03-31 | $58,370 | 805 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||