Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$84,989
-$34,887 QoQ
Shares Held
888
-28.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,135
of 2,356 holders
Holding Since
Mar 2023
13 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, 2026Strategic Investment Solutions, Inc. /IL holds $1,303,806 across 14 Utilities - Regulated Electric names. SO ranks #8 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,921 | $243,157 | |
| 2 | EXC |
Exelon Corp
|
4,600 | $214,451 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,512 | $176,554 | |
| 4 | ED |
Consolidated Edison Inc
|
1,240 | $137,181 | |
| 5 | NEE |
Nextera Energy Inc
|
1,372 | $120,419 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,316 | $106,806 | |
| 7 | AEE |
Ameren Corp
|
772 | $87,266 | |
| 8 | SO |
Southern Co
This page
|
888 | $84,989 |
All Filings in SO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,989 | 888 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $119,876 | 1,242 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $96,791 | 1,110 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $44,067 | 465 | Shares | Sole | 2025-12-03 | |
| 2025-06-30 | $43,159 | 470 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $43,491 | 473 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $38,360 | 466 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $43,196 | 479 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $65,313 | 842 | Shares | Sole | 2024-08-30 | |
| 2023-12-31 | $33,236 | 474 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $633,377 | 9,787 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $43,133 | 614 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $82,800 | 1,190 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||