Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$590,913
+$188,908 QoQ
Shares Held
6,174
+48.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,314
of 2,356 holders
Holding Since
Mar 2020
22 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, 2026UNIVEST FINANCIAL Corp holds $36,766,118 across 11 Utilities - Regulated Electric names. SO ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
344,774 | $30,260,813 | |
| 2 | ETR |
Entergy Corp /De/
|
14,548 | $1,670,983 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
13,746 | $1,605,119 | |
| 4 | PPL |
PPL Corp
|
19,529 | $709,878 | |
| 5 | DUK |
Duke Energy CORP
|
4,678 | $592,141 | |
| 6 | SO |
Southern Co
This page
|
6,174 | $590,913 | |
| 7 | EXC |
Exelon Corp
|
9,283 | $432,772 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,099 | $251,514 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,913 | 6,174 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $402,005 | 4,165 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $362,926 | 4,162 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $412,344 | 4,351 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $436,284 | 4,751 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $436,854 | 4,751 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $357,268 | 4,340 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $404,908 | 4,490 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $226,969 | 2,926 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $209,911 | 2,926 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $205,171 | 2,926 | Shares | Other | 2024-02-06 | |
| 2023-06-30 | $205,551 | 2,926 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $203,591 | 2,926 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $208,945 | 2,926 | Shares | Other | 2023-02-10 | |
| 2022-06-30 | $208,653 | 2,926 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $215,064 | 2,966 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $219,044 | 3,194 | Shares | Sole | 2022-02-08 | |
| 2021-03-31 | $435,928 | 7,013 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $437,320 | 7,119 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $425,572 | 7,849 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $374,875 | 7,230 | Shares | Other | 2020-07-09 | |
| 2020-03-31 | $395,005 | 7,296 | Shares | Other | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||