Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$21,056
+$1,752 QoQ
Shares Held
220
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,259
of 2,360 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $1,941,726 across 17 Utilities - Regulated Electric names. SO ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,020 | $528,375 | |
| 2 | DUK |
Duke Energy CORP
|
2,121 | $268,475 | |
| 3 | LNT |
Alliant Energy Corp
|
3,516 | $268,235 | |
| 4 | D |
Dominion Energy, Inc
|
2,361 | $161,232 | |
| 5 | ED |
Consolidated Edison Inc
|
1,300 | $143,819 | |
| 6 | DTE |
Dte Energy Co
|
908 | $138,351 | |
| 7 | XEL |
Xcel Energy Inc
|
1,030 | $82,709 | |
| 8 | ES |
Eversource Energy
|
1,129 | $81,592 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,056 | 220 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $19,304 | 200 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $17,440 | 200 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,954 | 200 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,366 | 200 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $18,390 | 200 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $16,464 | 200 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $59,428 | 659 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $50,420 | 650 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $46,631 | 650 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $52,590 | 750 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $42,068 | 650 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $45,662 | 650 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $45,227 | 650 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $46,416 | 650 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $44,200 | 650 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $46,351 | 650 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $47,131 | 650 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $44,577 | 650 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||