Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2
+$0 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,360
of 2,360 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Winthrop Capital Management, LLC holds $7,394,559 across 10 Utilities - Regulated Electric names. SO ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,052 | $5,621,844 | |
| 2 | DUK |
Duke Energy CORP
|
10,378 | $1,313,647 | |
| 3 | DTE |
Dte Energy Co
|
2,510 | $382,448 | |
| 4 | EIX |
Edison International
|
960 | $71,472 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
25 | $2,919 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
9 | $963 | |
| 7 | ES |
Eversource Energy
|
6 | $433 | |
| 8 | EVRG |
Evergy, Inc.
|
5 | $432 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2 | 17 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2 | 17 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1 | 17 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2 | 17 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2 | 17 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2 | 17 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1 | 17 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||