Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$32,883,658
-$258,510 QoQ
Shares Held
343,576
+0.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#162
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GW HENSSLER & ASSOCIATES LTD holds $174,003,988 across 11 Utilities - Regulated Electric names. SO ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
301,784 | $41,287,069 | |
| 2 | EVRG |
Evergy, Inc.
|
383,867 | $33,177,624 | |
| 3 | SO |
Southern Co
This page
|
343,576 | $32,883,658 | |
| 4 | D |
Dominion Energy, Inc
|
341,049 | $23,290,236 | |
| 5 | ETR |
Entergy Corp /De/
|
201,616 | $23,157,613 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
225,007 | $18,261,568 | |
| 7 | DUK |
Duke Energy CORP
|
6,830 | $864,541 | |
| 8 | NEE |
Nextera Energy Inc
|
3,584 | $314,567 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,883,658 | 343,576 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $33,142,168 | 343,371 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,520,949 | 338,543 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $32,769,096 | 345,775 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $32,416,449 | 353,005 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $31,789,965 | 345,731 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,750,812 | 337,109 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $30,838,854 | 341,970 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $26,831,540 | 345,901 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $25,555,724 | 356,227 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $25,047,214 | 357,205 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $23,250,530 | 359,248 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $25,662,114 | 365,297 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $25,131,878 | 361,194 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $25,459,093 | 356,520 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $23,910,704 | 351,628 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $24,961,994 | 350,049 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $25,247,909 | 348,199 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $23,386,534 | 341,011 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $21,062,363 | 339,880 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $20,313,872 | 335,711 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $20,806,195 | 334,720 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $25,883,653 | 421,352 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $22,612,559 | 417,052 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $20,891,713 | 402,926 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $19,700,733 | 363,885 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||