Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,330,803
-$28,189 QoQ
Shares Held
34,801
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#578
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $25,001,013 across 22 Utilities - Regulated Electric names. SO ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
48,316 | $4,240,695 | |
| 2 | DUK |
Duke Energy CORP
|
30,409 | $3,849,171 | |
| 3 | SO |
Southern Co
This page
|
34,801 | $3,330,803 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,980 | $1,638,983 | |
| 5 | ED |
Consolidated Edison Inc
|
10,621 | $1,175,001 | |
| 6 | D |
Dominion Energy, Inc
|
17,170 | $1,172,539 | |
| 7 | EIX |
Edison International
|
14,514 | $1,080,567 | |
| 8 | ETR |
Entergy Corp /De/
|
8,670 | $995,836 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,330,803 | 34,801 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,358,992 | 34,801 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,034,647 | 34,801 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,298,090 | 34,801 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $3,195,775 | 34,801 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,199,951 | 34,801 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,864,818 | 34,801 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $3,759,694 | 41,691 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,233,970 | 41,691 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $2,990,912 | 41,691 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,528,597 | 36,061 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,333,867 | 36,061 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,533,285 | 36,061 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,509,124 | 36,061 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $2,575,116 | 36,061 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,154,308 | 31,681 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,259,172 | 31,681 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,297,189 | 31,681 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,172,682 | 31,681 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,963,271 | 31,681 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,917,017 | 31,681 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,561,521 | 25,121 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,543,183 | 25,121 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,796,905 | 33,141 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $1,718,360 | 33,141 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,452,088 | 26,821 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||