Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$476,061
-$4,029 QoQ
Shares Held
4,974
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,440
of 2,360 holders
Holding Since
Sep 2025
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, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $23,917,347 across 7 Utilities - Regulated Electric names. SO ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
129,107 | $19,533,889 | |
| 2 | NEE |
Nextera Energy Inc
|
21,716 | $1,906,013 | |
| 3 | DUK |
Duke Energy CORP
|
6,941 | $878,591 | |
| 4 | D |
Dominion Energy, Inc
|
8,980 | $613,244 | |
| 5 | SO |
Southern Co
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|
4,974 | $476,061 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,045 | $279,776 | |
| 7 | DTE |
Dte Energy Co
|
1,508 | $229,773 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,061 | 4,974 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $480,090 | 4,974 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $419,170 | 4,807 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $455,559 | 4,807 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||