Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$31,392
+$22,609 QoQ
Shares Held
328
+260.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,228
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $2,518,337 across 37 Utilities - Regulated Electric names. SO ranks #19 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,714 | $413,747 | |
| 2 | EIX |
Edison International
|
5,246 | $390,564 | |
| 3 | PCG |
PG&E Corp
|
22,007 | $370,157 | |
| 4 | ES |
Eversource Energy
|
3,131 | $226,277 | |
| 5 | DTE |
Dte Energy Co
|
701 | $106,811 | |
| 6 | ED |
Consolidated Edison Inc
|
947 | $104,766 | |
| 7 | DUK |
Duke Energy CORP
|
817 | $103,415 | |
| 8 | XEL |
Xcel Energy Inc
|
978 | $78,533 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,392 | 328 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $8,783 | 91 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,499 | 86 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $10,140 | 107 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,366 | 102 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,367 | 91 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,457 | 42 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,525 | 28 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,171 | 28 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,506 | 21 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $841 | 12 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $776 | 12 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $843 | 12 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $834 | 12 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $856 | 12 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||