Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$241,143
-$897 QoQ
Shares Held
10,834
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,906
of 2,359 holders
Holding Since
Mar 2021
22 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, 2026BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $2,222,350 across 13 Utilities - Regulated Electric names. SO ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,752 | $1,470,323 | |
| 2 | SO |
Southern Co
This page
|
10,834 | $241,143 | |
| 3 | EXC |
Exelon Corp
|
3,528 | $164,475 | |
| 4 | AEP |
American Electric Power Co Inc
|
460 | $62,932 | |
| 5 | DUK |
Duke Energy CORP
|
479 | $60,631 | |
| 6 | CNP |
Centerpoint Energy Inc
|
1,132 | $49,853 | |
| 7 | D |
Dominion Energy, Inc
|
557 | $38,037 | |
| 8 | ED |
Consolidated Edison Inc
|
339 | $37,503 |
All Filings in SO
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOJE | $170,892 | 10,100 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $70,251 | 734 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 SOJE | $171,195 | 10,100 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $70,845 | 734 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 SOJE | $179,174 | 10,100 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $64,004 | 734 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 SOJE | $187,254 | 10,100 | Shares | Sole | 2025-11-05 | |
| 2025-09-30 | $70,698 | 746 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 SOJE | $177,457 | 10,100 | Shares | Sole | 2025-08-01 | |
| 2025-06-30 | $68,964 | 751 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 SOJE | $185,537 | 10,100 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $82,571 | 898 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 SOJE | $190,991 | 10,100 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $85,283 | 1,036 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 SOJE | $223,109 | 10,100 | Shares | Sole | 2024-10-22 | |
| 2024-09-30 | $93,426 | 1,036 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 SOJE | $204,020 | 10,100 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $82,999 | 1,070 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SOJE | $203,414 | 10,100 | Shares | Sole | 2024-04-29 | |
| 2024-03-31 | $76,761 | 1,070 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 SOJE | $200,485 | 10,100 | Shares | Sole | 2024-02-02 | |
| 2023-12-31 | $75,028 | 1,070 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 SOJE | $196,647 | 10,100 | Shares | Sole | 2023-10-23 | |
| 2023-09-30 | $69,250 | 1,070 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 SOJE | $211,999 | 10,100 | Shares | Sole | 2023-07-27 | |
| 2023-06-30 | $75,518 | 1,075 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 SOJE | $202,000 | 10,100 | Shares | Sole | 2023-04-19 | |
| 2023-03-31 | $74,798 | 1,075 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 SOJE | $175,235 | 10,100 | Shares | Sole | 2023-01-18 | |
| 2022-12-31 | $76,765 | 1,075 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 SOJE | $191,900 | 10,100 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 SOJE | $192,405 | 10,100 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 SOJE | $225,331 | 10,100 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 SOJE | $262,600 | 10,100 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 SOJE | $258,560 | 10,100 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 SOJE | $260,782 | 10,100 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 SOJE | $250,985 | 10,100 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||