Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$277,559
-$448,989 QoQ
Shares Held
2,900
-78.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,777
of 2,354 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PARADIGM ASSET MANAGEMENT CO LLC holds $7,924,590 across 8 Utilities - Regulated Electric names. SO ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,700 | $1,737,487 | |
| 2 | NEE |
Nextera Energy Inc
|
19,400 | $1,702,738 | |
| 3 | PPL |
PPL Corp
|
39,700 | $1,443,095 | |
| 4 | FE |
Firstenergy Corp
|
27,000 | $1,283,580 | |
| 5 | ETR |
Entergy Corp /De/
|
9,700 | $1,114,142 | |
| 6 | EXC |
Exelon Corp
|
6,400 | $298,368 | |
| 7 | SO |
Southern Co
This page
|
2,900 | $277,559 | |
| 8 | NGG |
National Grid PLC
|
816 | $67,621 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,559 | 2,900 | Shares | Sole | 2026-08-06 | |
| 2020-09-30 | $726,548 | 13,400 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $814,045 | 15,700 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,020,539 | 18,850 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||