Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,800,975
-$34,256 QoQ
Shares Held
18,817
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#795
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, 2026SHELTON CAPITAL MANAGEMENT holds $65,401,059 across 16 Utilities - Regulated Electric names. SO ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
159,685 | $20,212,927 | |
| 2 | CNP |
Centerpoint Energy Inc
|
377,829 | $16,639,589 | |
| 3 | AEP |
American Electric Power Co Inc
|
61,719 | $8,443,776 | |
| 4 | XEL |
Xcel Energy Inc
|
81,090 | $6,511,527 | |
| 5 | EXC |
Exelon Corp
|
126,585 | $5,901,392 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
33,268 | $2,700,030 | |
| 7 | SO |
Southern Co
This page
|
18,817 | $1,800,975 | |
| 8 | NEE |
Nextera Energy Inc
|
11,033 | $968,366 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,800,975 | 18,817 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,835,231 | 19,014 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,895,717 | 113,483 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,165,190 | 160,021 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,841,380 | 161,618 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,856,286 | 20,188 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,675,047 | 20,348 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,168,648 | 24,048 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,211,443 | 28,509 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,480,035 | 48,509 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,436,511 | 49,009 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,836,278 | 59,275 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,362,446 | 47,864 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,997,645 | 43,082 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,427,940 | 34,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,557,216 | 52,312 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,013,948 | 70,312 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,098,323 | 70,312 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,732,260 | 54,422 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,362,554 | 54,261 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $560,383 | 9,261 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,198,816 | 19,286 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $587,209 | 9,559 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $480,606 | 8,864 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $459,598 | 8,864 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $498,954 | 9,216 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||