Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$594,933
-$14,687 QoQ
Shares Held
6,216
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,308
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch & Forbes LLC holds $76,816,575 across 10 Utilities - Regulated Electric names. SO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
696,876 | $61,164,806 | |
| 2 | DUK |
Duke Energy CORP
|
61,942 | $7,840,618 | |
| 3 | LNT |
Alliant Energy Corp
|
50,264 | $3,834,640 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
11,648 | $1,360,136 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,420 | $741,510 | |
| 6 | SO |
Southern Co
This page
|
6,216 | $594,933 | |
| 7 | ES |
Eversource Energy
|
6,203 | $448,290 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,933 | 6,216 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $609,620 | 6,316 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $568,544 | 6,520 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $620,364 | 6,546 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $556,673 | 6,062 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $583,790 | 6,349 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $557,964 | 6,778 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $596,721 | 6,617 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $507,307 | 6,540 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $510,071 | 7,110 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $524,988 | 7,487 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $527,921 | 8,157 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $610,472 | 8,690 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $621,488 | 8,932 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $666,041 | 9,327 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $676,124 | 9,943 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,022,014 | 14,332 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,039,213 | 14,332 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $813,976 | 11,869 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $838,206 | 13,526 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $744,757 | 12,308 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $768,111 | 12,357 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $786,119 | 12,797 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $693,853 | 12,797 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $659,583 | 12,721 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $687,253 | 12,694 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||