Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$28,234
New position
Shares Held
295
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,243
of 2,360 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Guardian Partners Inc. holds $54,133,962 across 8 Utilities - Regulated Electric names. SO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
289,159 | $16,548,569 | |
| 2 | DUK |
Duke Energy CORP
|
103,543 | $13,106,472 | |
| 3 | NGG |
National Grid PLC
|
143,310 | $11,876,099 | |
| 4 | EMA |
Emera Inc
|
160,710 | $8,520,844 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,518 | $3,627,927 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,853 | $393,869 | |
| 7 | NEE |
Nextera Energy Inc
|
364 | $31,948 | |
| 8 | SO |
Southern Co
This page
|
295 | $28,234 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,234 | 295 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||