Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,627
+$759 QoQ
Shares Held
17
+88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,339
of 2,360 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $280,257 across 29 Utilities - Regulated Electric names. SO ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
3,075 | $143,356 | |
| 2 | ED |
Consolidated Edison Inc
|
502 | $55,536 | |
| 3 | ES |
Eversource Energy
|
386 | $27,896 | |
| 4 | NEE |
Nextera Energy Inc
|
146 | $12,814 | |
| 5 | FE |
Firstenergy Corp
|
171 | $8,129 | |
| 6 | AEP |
American Electric Power Co Inc
|
22 | $3,009 | |
| 7 | D |
Dominion Energy, Inc
|
31 | $2,116 | |
| 8 | ETR |
Entergy Corp /De/
|
16 | $1,837 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,627 | 17 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $868 | 9 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $784 | 9 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $947 | 10 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $918 | 10 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $367 | 4 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||