Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$323,499
-$70,302 QoQ
Shares Held
3,380
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,676
of 2,375 holders
Holding Since
Dec 2025
3 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, 2026Pekin Hardy Strauss, Inc. holds $7,088,100 across 8 Utilities - Regulated Electric names. SO ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
64,825 | $3,022,141 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,949 | $1,224,312 | |
| 3 | NEE |
Nextera Energy Inc
|
11,674 | $1,024,626 | |
| 4 | HE |
Hawaiian Electric Industries Inc
|
38,700 | $523,611 | |
| 5 | KEP |
Korea Electric Power Corp
|
31,500 | $381,150 | |
| 6 | SO |
Southern Co
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|
3,380 | $323,499 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,701 | $315,395 | |
| 8 | ETR |
Entergy Corp /De/
|
2,380 | $273,366 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,499 | 3,380 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $393,801 | 4,080 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $329,616 | 3,780 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||