Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$676,765
+$92,626 QoQ
Shares Held
7,071
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,234
of 2,360 holders
Holding Since
Mar 2020
24 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, 2026THOROUGHBRED FINANCIAL SERVICES, LLC holds $4,031,117 across 7 Utilities - Regulated Electric names. SO ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,796 | $1,825,264 | |
| 2 | SO |
Southern Co
This page
|
7,071 | $676,765 | |
| 3 | EIX |
Edison International
|
5,544 | $412,750 | |
| 4 | DUK |
Duke Energy CORP
|
3,050 | $386,069 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,960 | $268,147 | |
| 6 | EXC |
Exelon Corp
|
5,572 | $259,766 | |
| 7 | XEL |
Xcel Energy Inc
|
2,520 | $202,356 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,765 | 7,071 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $584,139 | 6,052 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $528,083 | 6,056 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $602,263 | 6,355 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $583,028 | 6,349 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $942,671 | 10,252 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $837,029 | 10,168 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $911,449 | 10,107 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $799,048 | 10,301 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $411,500 | 5,736 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $683,038 | 9,741 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $644,158 | 9,953 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $440,818 | 6,275 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $443,642 | 6,376 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $456,595 | 6,394 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $427,720 | 6,290 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $455,670 | 6,390 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $505,829 | 6,976 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $426,018 | 6,212 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $340,277 | 5,491 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $314,107 | 5,191 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $271,328 | 4,365 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $277,295 | 4,514 | Shares | Sole | 2021-01-26 | |
| 2020-03-31 | $212,337 | 3,922 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||