Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$56,500,388
+$385,977 QoQ
Shares Held
590,329
+1.5% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#118
of 2,360 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, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $434,288,808 across 15 Utilities - Regulated Electric names. SO ranks #5 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
694,109 | $79,725,359 | |
| 2 | AEP |
American Electric Power Co Inc
|
480,647 | $65,757,316 | |
| 3 | LNT |
Alliant Energy Corp
|
779,402 | $59,460,578 | |
| 4 | XEL |
Xcel Energy Inc
|
719,761 | $57,796,808 | |
| 5 | SO |
Southern Co
This page
|
590,329 | $56,500,388 | |
| 6 | DTE |
Dte Energy Co
|
359,714 | $54,809,622 | |
| 7 | CNP |
Centerpoint Energy Inc
|
1,018,398 | $44,850,247 | |
| 8 | FE |
Firstenergy Corp
|
84,849 | $4,033,721 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,500,388 | 590,329 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $56,114,411 | 581,376 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $51,057,431 | 585,521 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $55,201,250 | 582,476 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $53,307,406 | 580,501 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $53,190,224 | 578,469 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $46,981,341 | 570,716 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $51,249,113 | 568,298 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $44,212,340 | 569,967 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $40,292,986 | 561,653 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $39,194,766 | 558,967 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $35,147,037 | 543,063 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $37,117,290 | 528,360 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $36,496,727 | 524,529 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $37,311,225 | 522,493 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $35,180,344 | 517,358 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,614,333 | 513,453 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $36,983,943 | 510,053 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $34,662,457 | 505,431 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $30,952,031 | 499,468 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $30,196,607 | 499,035 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $30,197,949 | 485,810 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $29,552,068 | 481,069 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $25,827,534 | 476,347 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $24,269,948 | 468,080 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $24,841,002 | 458,829 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||