Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$27,947
+$6,038 QoQ
Shares Held
292
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,246
of 2,360 holders
Holding Since
Sep 2022
16 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, 2026SJS Investment Consulting Inc. holds $2,991,467 across 34 Utilities - Regulated Electric names. SO ranks #17 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,225 | $809,677 | |
| 2 | DTE |
Dte Energy Co
|
4,041 | $615,726 | |
| 3 | ED |
Consolidated Edison Inc
|
1,629 | $180,215 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,313 | $153,318 | |
| 5 | ES |
Eversource Energy
|
1,974 | $142,660 | |
| 6 | PCG |
PG&E Corp
|
8,155 | $137,167 | |
| 7 | EIX |
Edison International
|
1,548 | $115,248 | |
| 8 | DUK |
Duke Energy CORP
|
820 | $103,794 |
All Filings in SO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,947 | 292 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $21,909 | 227 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $10,028 | 115 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,898 | 115 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,560 | 115 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $11,585 | 126 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,372 | 126 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $11,182 | 124 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $25,132 | 324 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $23,243 | 324 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,682 | 24 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $1,747 | 27 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $1,686 | 24 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $1,252 | 18 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $1,642 | 23 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $748 | 11 | Shares | Defined | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||