Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$47,280
+$9,927 QoQ
Shares Held
494
+27.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,191
of 2,354 holders
Holding Since
Dec 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, 2026Sachetta, LLC holds $1,153,014 across 27 Utilities - Regulated Electric names. SO ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
6,977 | $504,227 | |
| 2 | NEE |
Nextera Energy Inc
|
2,006 | $176,066 | |
| 3 | DUK |
Duke Energy CORP
|
681 | $86,200 | |
| 4 | FE |
Firstenergy Corp
|
1,234 | $58,663 | |
| 5 | SO |
Southern Co
This page
|
494 | $47,280 | |
| 6 | D |
Dominion Energy, Inc
|
432 | $29,500 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
221 | $25,806 | |
| 8 | ED |
Consolidated Edison Inc
|
223 | $24,670 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,280 | 494 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $37,353 | 387 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $20,753 | 238 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $62,832 | 663 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $58,771 | 640 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $57,100 | 621 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $51,449 | 625 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $69,708 | 773 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $28,932 | 373 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,301 | 283 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $19,843 | 283 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||