Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,329,559
+$16,221 QoQ
Shares Held
34,788
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#580
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. SO ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
This page
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
|
7,409 | $594,942 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,329,559 | 34,788 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,313,338 | 34,328 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,983,373 | 34,213 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,204,931 | 33,818 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,074,101 | 33,476 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,009,155 | 32,726 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,570,524 | 31,226 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,042,492 | 33,738 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,617,677 | 33,746 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,441,886 | 34,038 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,320,761 | 33,097 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,239,117 | 34,597 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,576,699 | 36,679 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,674,724 | 38,441 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,916,312 | 40,839 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,894,080 | 42,560 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,246,142 | 17,475 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,229,697 | 16,959 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,196,721 | 17,450 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,127,977 | 18,202 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,215,403 | 20,086 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $1,273,409 | 20,486 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,147,266 | 18,676 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $992,334 | 18,302 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $922,463 | 17,791 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,088,809 | 20,111 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||