Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$103,558
+$15,050 QoQ
Shares Held
1,082
+18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,115
of 2,360 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $3,193,983 across 20 Utilities - Regulated Electric names. SO ranks #15 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,760 | $505,554 | |
| 2 | DUK |
Duke Energy CORP
|
2,844 | $359,992 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,078 | $284,291 | |
| 4 | D |
Dominion Energy, Inc
|
3,640 | $248,575 | |
| 5 | ES |
Eversource Energy
|
2,682 | $193,828 | |
| 6 | DTE |
Dte Energy Co
|
1,270 | $193,509 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,636 | $191,035 | |
| 8 | FE |
Firstenergy Corp
|
3,973 | $188,876 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,558 | 1,082 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $88,508 | 917 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $95,571 | 1,096 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $85,766 | 905 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $54,363 | 592 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $67,951 | 739 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $61,081 | 742 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $67,725 | 751 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $58,255 | 751 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $39,743 | 554 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $39,126 | 558 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||