Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$66,231
+$53,780 QoQ
Shares Held
692
+436.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,157
of 2,360 holders
Holding Since
Jun 2023
11 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, 2026Kingdom Financial Group LLC. holds $4,096,581 across 18 Utilities - Regulated Electric names. SO ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
6,168 | $682,365 | |
| 2 | IDA |
Idacorp Inc
|
4,501 | $681,001 | |
| 3 | EXC |
Exelon Corp
|
13,106 | $611,001 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,183 | $605,218 | |
| 5 | EVRG |
Evergy, Inc.
|
3,923 | $339,064 | |
| 6 | CNP |
Centerpoint Energy Inc
|
7,444 | $327,833 | |
| 7 | EIX |
Edison International
|
4,133 | $307,701 | |
| 8 | ETR |
Entergy Corp /De/
|
1,219 | $140,014 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,231 | 692 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,451 | 129 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $33,397 | 383 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $228,495 | 2,485 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $304,007 | 3,693 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $332,132 | 3,683 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $285,767 | 3,684 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $283,373 | 3,950 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $342,956 | 4,891 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $332,854 | 5,143 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $360,804 | 5,136 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||