Position in SO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$393,801
+$64,185 QoQ
Shares Held
4,080
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Pekin Hardy Strauss, Inc. holds $7,921,560 across 9 Utilities - Regulated Electric names. SO ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
67,980 | $3,332,379 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,949 | $1,173,034 | |
| 3 | NEE |
Nextera Energy Inc
|
11,674 | $1,084,281 | |
| 4 | KEP |
Korea Electric Power Corp
|
41,000 | $584,250 | |
| 5 | HE |
Hawaiian Electric Industries Inc
|
38,500 | $571,340 | |
| 6 | SO |
Southern Co
This page
|
4,080 | $393,801 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,701 | $312,694 | |
| 8 | ETR |
Entergy Corp /De/
|
2,380 | $267,416 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||