Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$141,076
-$1,194 QoQ
Shares Held
1,474
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,086
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026WESTPAC BANKING CORP holds $36,251,753 across 17 Utilities - Regulated Electric names. SO ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
52,202 | $5,775,107 | |
| 2 | ES |
Eversource Energy
|
78,583 | $5,679,192 | |
| 3 | NEE |
Nextera Energy Inc
|
56,126 | $4,926,177 | |
| 4 | DUK |
Duke Energy CORP
|
18,672 | $2,363,501 | |
| 5 | PCG |
PG&E Corp
|
103,022 | $1,732,829 | |
| 6 | EXC |
Exelon Corp
|
36,870 | $1,718,879 | |
| 7 | CMS |
Cms Energy Corp
|
22,343 | $1,709,239 | |
| 8 | EIX |
Edison International
|
22,745 | $1,693,365 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,076 | 1,474 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $142,270 | 1,474 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,019,116 | 23,155 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,194,399 | 23,155 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $254,369 | 2,770 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $254,701 | 2,770 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,847,013 | 22,437 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,779,882 | 19,737 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,530,999 | 19,737 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,415,932 | 19,737 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $1,312,786 | 18,722 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,124,056 | 17,368 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,227,127 | 17,468 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $7,738,965 | 111,224 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $7,484,624 | 104,812 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $6,904,040 | 101,530 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $6,847,613 | 96,026 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $7,021,070 | 96,829 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $6,829,401 | 99,583 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $7,009,178 | 113,106 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $7,289,700 | 120,471 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $7,421,033 | 119,386 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,333,881 | 119,386 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,825,634 | 89,001 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $4,072,039 | 78,535 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,792,472 | 88,520 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||