Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,851,127
+$42,246 QoQ
Shares Held
19,341
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#786
of 2,360 holders
Holding Since
Sep 2023
12 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, 2026NBC SECURITIES, INC. holds $47,488,776 across 30 Utilities - Regulated Electric names. SO ranks #10 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,604 | $9,795,483 | |
| 2 | ETR |
Entergy Corp /De/
|
48,220 | $5,538,549 | |
| 3 | IDA |
Idacorp Inc
|
36,555 | $5,530,771 | |
| 4 | AEE |
Ameren Corp
|
33,879 | $3,829,682 | |
| 5 | CNP |
Centerpoint Energy Inc
|
86,363 | $3,803,426 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
32,266 | $3,767,700 | |
| 7 | XEL |
Xcel Energy Inc
|
46,148 | $3,705,684 | |
| 8 | LNT |
Alliant Energy Corp
|
40,179 | $3,065,255 |
All Filings in SO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,851,127 | 19,341 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,808,881 | 18,741 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 SOJC | $172 | 8 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 SOJD | $87,497 | 4,323 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 SOJE | $1,028 | 58 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $1,628,547 | 18,676 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 SOJC | $181 | 8 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 SOJD | $90,696 | 4,323 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 SOJE | $1,130 | 61 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,761,110 | 18,583 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SOJD | $85,595 | 4,323 | Shares | Sole | 2025-07-08 | |
| 2025-06-30 SOJE | $1,071 | 61 | Shares | Sole | 2025-07-08 | |
| 2025-06-30 | $1,953,407 | 21,272 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,916,238 | 20,840 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,728 | 21 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,248,638 | 24,935 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,398,639 | 69,597 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,893,385 | 68,210 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,683,595 | 66,794 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,902,810 | 60,303 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||