Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$43,835
-$178 QoQ
Shares Held
458
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,203
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, 2026SOA Wealth Advisors, LLC. holds $6,515,600 across 15 Utilities - Regulated Electric names. SO ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
23,519 | $1,949,019 | |
| 2 | NEE |
Nextera Energy Inc
|
20,663 | $1,813,591 | |
| 3 | ED |
Consolidated Edison Inc
|
13,956 | $1,543,952 | |
| 4 | ETR |
Entergy Corp /De/
|
6,216 | $713,969 | |
| 5 | DTE |
Dte Energy Co
|
991 | $150,998 | |
| 6 | AEP |
American Electric Power Co Inc
|
540 | $73,877 | |
| 7 | D |
Dominion Energy, Inc
|
1,004 | $68,563 | |
| 8 | XEL |
Xcel Energy Inc
|
636 | $51,070 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,835 | 458 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $44,013 | 456 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $39,588 | 454 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $55,345 | 584 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $53,720 | 585 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $53,514 | 582 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $47,745 | 580 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $61,142 | 678 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $52,359 | 675 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $56,028 | 781 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $54,553 | 778 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $51,387 | 794 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $44,257 | 630 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $43,626 | 627 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $44,559 | 624 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $47,260 | 695 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $44,140 | 619 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $45,608 | 629 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $42,999 | 627 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $38,669 | 624 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $33,159 | 548 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $32,323 | 520 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $32,865 | 535 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||