Position in VIASP
as of Jun 30, 2021
· filed Jul 8, 2021
Position Value
$0
New position
Shares Held
2,700
first reported quarter
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
1 quarter on record
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
125,697 | $11,032,425 | |
| 2 | DUK |
Duke Energy CORP
|
53,985 | $6,833,421 | |
| 3 | XEL |
Xcel Energy Inc
|
40,998 | $3,292,139 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,966 | $3,141,978 | |
| 5 | SO |
Southern Co
|
30,668 | $2,935,234 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
16,049 | $1,874,041 | |
| 7 | ED |
Consolidated Edison Inc
|
10,533 | $1,165,265 | |
| 8 | D |
Dominion Energy, Inc
|
14,586 | $996,077 |
All Filings in VIASP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-06-30 SPKE | — | 2,700 | Shares | Sole | 2021-07-08 | |
| No filing history on record for this holder in this stock. | ||||||