Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,248,632
+$6,903 QoQ
Shares Held
13,046
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#921
of 2,360 holders
Holding Since
Mar 2020
25 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, 2026MARINO, STRAM & ASSOCIATES LLC holds $9,202,224 across 6 Utilities - Regulated Electric names. SO ranks #5 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
18,167 | $2,299,578 | |
| 2 | ED |
Consolidated Edison Inc
|
19,404 | $2,146,664 | |
| 3 | AEP |
American Electric Power Co Inc
|
12,577 | $1,720,659 | |
| 4 | ETR |
Entergy Corp /De/
|
13,428 | $1,542,340 | |
| 5 | SO |
Southern Co
This page
|
13,046 | $1,248,632 | |
| 6 | NEE |
Nextera Energy Inc
|
2,784 | $244,351 |
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,632 | 13,046 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,241,729 | 12,865 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,118,165 | 12,823 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,177,043 | 12,420 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,140,069 | 12,415 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,127,858 | 12,266 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,009,325 | 12,261 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,105,246 | 12,256 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $940,303 | 12,122 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $868,914 | 12,112 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $848,802 | 12,105 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $784,212 | 12,117 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $852,694 | 12,138 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $880,047 | 12,648 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $886,412 | 12,413 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $839,324 | 12,343 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $882,104 | 12,370 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $896,803 | 12,368 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $856,701 | 12,492 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $742,586 | 11,983 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $648,763 | 10,437 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $567,981 | 9,246 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $446,827 | 8,241 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $311,307 | 6,004 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $240,273 | 4,438 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||