Position in SO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$29,765
+$809 QoQ
Shares Held
311
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,233
of 2,360 holders
Holding Since
Mar 2020
20 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, 2026PIN OAK INVESTMENT ADVISORS INC holds $559,503 across 13 Utilities - Regulated Electric names. SO ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
2,022 | $98,390 | |
| 2 | EXC |
Exelon Corp
|
1,692 | $78,881 | |
| 3 | ETR |
Entergy Corp /De/
|
674 | $77,415 | |
| 4 | NGG |
National Grid PLC
|
740 | $61,323 | |
| 5 | DUK |
Duke Energy CORP
|
472 | $59,745 | |
| 6 | CNP |
Centerpoint Energy Inc
|
1,005 | $44,260 | |
| 7 | AEP |
American Electric Power Co Inc
|
305 | $41,727 | |
| 8 | SO |
Southern Co
This page
|
311 | $29,765 |
All Filings in SO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,765 | 311 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $28,956 | 300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,160 | 300 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,431 | 300 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $27,549 | 300 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $27,585 | 300 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $24,696 | 300 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $27,054 | 300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,271 | 300 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,522 | 300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,036 | 300 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $20,874 | 300 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,423 | 300 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $123,940 | 2,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $121,020 | 2,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $124,320 | 2,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $122,860 | 2,000 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $126,061 | 2,325 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $120,551 | 2,325 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $134,537 | 2,485 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||