Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,567
+$8,143 QoQ
Shares Held
194
+79.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,266
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026AMERIFLEX GROUP, INC. holds $2,117,165 across 26 Utilities - Regulated Electric names. SO ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
8,776 | $704,712 | |
| 2 | DUK |
Duke Energy CORP
|
3,826 | $484,295 | |
| 3 | NEE |
Nextera Energy Inc
|
3,445 | $302,367 | |
| 4 | EIX |
Edison International
|
2,221 | $165,353 | |
| 5 | AEP |
American Electric Power Co Inc
|
599 | $81,949 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
961 | $77,994 | |
| 7 | FE |
Firstenergy Corp
|
1,594 | $75,778 | |
| 8 | ETR |
Entergy Corp /De/
|
627 | $72,017 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,567 | 194 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,424 | 108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,371 | 96 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $18,195 | 192 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,549 | 300 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $7,356 | 80 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $80,673 | 980 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||