Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$545,547
-$4,617 QoQ
Shares Held
5,700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,350
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DUNCKER STREETT & CO INC holds $3,808,072 across 16 Utilities - Regulated Electric names. SO ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,216 | $808,888 | |
| 2 | SO |
Southern Co
This page
|
5,700 | $545,547 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,235 | $494,520 | |
| 4 | DUK |
Duke Energy CORP
|
3,433 | $434,549 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,553 | $369,521 | |
| 6 | AEE |
Ameren Corp
|
2,984 | $337,311 | |
| 7 | EXC |
Exelon Corp
|
5,692 | $265,361 | |
| 8 | D |
Dominion Energy, Inc
|
2,812 | $192,031 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,547 | 5,700 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $550,164 | 5,700 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $463,468 | 5,315 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $503,702 | 5,315 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $423,795 | 4,615 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $424,349 | 4,615 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $379,906 | 4,615 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $416,180 | 4,615 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $357,985 | 4,615 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $331,080 | 4,615 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $337,627 | 4,815 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $311,626 | 4,815 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $355,956 | 5,067 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $375,871 | 5,402 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $403,466 | 5,650 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $384,200 | 5,650 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $402,901 | 5,650 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $432,159 | 5,960 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $408,736 | 5,960 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $369,341 | 5,960 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $440,331 | 7,277 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $452,089 | 7,273 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $446,596 | 7,270 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $446,664 | 8,238 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $426,569 | 8,227 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $639,772 | 11,817 | Shares | Other | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||