Position in SO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$14,356
-$122 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,280
of 2,360 holders
Holding Since
Dec 2023
9 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, 2026Caitlin John, LLC holds $1,330,859 across 13 Utilities - Regulated Electric names. SO ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
4,958 | $548,502 | |
| 2 | EIX |
Edison International
|
4,619 | $343,883 | |
| 3 | NEE |
Nextera Energy Inc
|
1,719 | $150,876 | |
| 4 | CMS |
Cms Energy Corp
|
1,468 | $112,302 | |
| 5 | DTE |
Dte Energy Co
|
500 | $76,185 | |
| 6 | DUK |
Duke Energy CORP
|
267 | $33,796 | |
| 7 | AEP |
American Electric Power Co Inc
|
200 | $27,362 | |
| 8 | XEL |
Xcel Energy Inc
|
244 | $19,593 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,356 | 150 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $14,478 | 150 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $13,080 | 150 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $14,215 | 150 | Shares | Defined | 2025-11-12 | |
| 2024-12-31 | $22,308 | 271 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $36,522 | 405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,635 | 150 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $10,761 | 150 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $10,518 | 150 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||