Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$57,043
-$29,438 QoQ
Shares Held
596
-33.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,181
of 2,360 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAYBAN holds $2,972,297 across 18 Utilities - Regulated Electric names. SO ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
14,430 | $1,158,729 | |
| 2 | NEE |
Nextera Energy Inc
|
11,364 | $997,418 | |
| 3 | DUK |
Duke Energy CORP
|
1,006 | $127,339 | |
| 4 | NGG |
National Grid PLC
|
1,270 | $105,244 | |
| 5 | AEP |
American Electric Power Co Inc
|
719 | $98,366 | |
| 6 | PPL |
PPL Corp
|
2,238 | $81,351 | |
| 7 | LNT |
Alliant Energy Corp
|
939 | $71,636 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
520 | $60,720 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,043 | 596 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $86,481 | 896 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $78,131 | 896 | Shares | Sole | 2026-03-05 | |
| No filing history on record for this holder in this stock. | ||||||