Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,018,928
-$7,948 QoQ
Shares Held
10,646
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,005
of 2,360 holders
Holding Since
Sep 2020
10 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, 2026Wilmington Savings Fund Society, FSB holds $28,482,033 across 29 Utilities - Regulated Electric names. SO ranks #10 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,109 | $9,137,646 | |
| 2 | FE |
Firstenergy Corp
|
73,978 | $3,516,913 | |
| 3 | DUK |
Duke Energy CORP
|
24,571 | $3,110,196 | |
| 4 | D |
Dominion Energy, Inc
|
37,981 | $2,593,721 | |
| 5 | EVRG |
Evergy, Inc.
|
20,974 | $1,812,782 | |
| 6 | PPL |
PPL Corp
|
32,483 | $1,180,756 | |
| 7 | XEL |
Xcel Energy Inc
|
14,631 | $1,174,869 | |
| 8 | CMS |
Cms Energy Corp
|
15,342 | $1,173,663 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,928 | 10,646 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,026,876 | 10,639 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $927,720 | 10,639 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,058,485 | 11,169 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $1,717,404 | 18,702 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $1,673,397 | 18,199 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,619,234 | 19,670 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $2,361,272 | 26,184 | Shares | Defined | 2024-11-25 | |
| 2020-12-31 | $202,657 | 3,299 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $239,327 | 4,414 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||