Position in SO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$193
+$19 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $1,663,922 across 7 Utilities - Regulated Electric names. SO ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,901 | $1,569,764 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
802 | $92,847 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
5 | $404 | |
| 4 | AEP |
American Electric Power Co Inc
|
3 | $393 | |
| 5 | SO |
Southern Co
This page
|
2 | $193 | |
| 6 | EVRG |
Evergy, Inc.
|
2 | $163 | |
| 7 | XEL |
Xcel Energy Inc
|
2 | $158 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193 | 2 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $174 | 2 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||