Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,029,530
+$22,687 QoQ
Shares Held
21,205
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#756
of 2,354 holders
Holding Since
Mar 2020
26 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, 2026PARSONS CAPITAL MANAGEMENT INC/RI holds $19,071,586 across 10 Utilities - Regulated Electric names. SO ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,097 | $9,136,593 | |
| 2 | DUK |
Duke Energy CORP
|
16,290 | $2,061,988 | |
| 3 | SO |
Southern Co
This page
|
21,205 | $2,029,530 | |
| 4 | AEP |
American Electric Power Co Inc
|
12,104 | $1,655,948 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
12,777 | $1,491,970 | |
| 6 | ED |
Consolidated Edison Inc
|
9,324 | $1,031,514 | |
| 7 | XEL |
Xcel Energy Inc
|
7,904 | $634,691 | |
| 8 | D |
Dominion Energy, Inc
|
6,203 | $423,602 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,029,530 | 21,205 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,006,843 | 20,792 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,746,092 | 20,024 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,897,200 | 20,019 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,866,352 | 20,324 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,822,816 | 19,824 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,682,620 | 20,440 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,862,487 | 20,653 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,602,053 | 20,653 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,481,646 | 20,653 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,448,188 | 20,653 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,336,662 | 20,653 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,450,873 | 20,653 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,437,035 | 20,653 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,506,751 | 21,100 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,434,800 | 21,100 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,501,289 | 21,053 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,600,150 | 22,068 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,551,142 | 22,618 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,410,870 | 22,767 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,438,201 | 23,768 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $1,508,498 | 24,268 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $1,501,349 | 24,440 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $1,391,447 | 25,663 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $1,365,625 | 26,338 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,461,130 | 26,988 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||