Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$295,456
-$1,246 QoQ
Shares Held
3,087
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,728
of 2,356 holders
Holding Since
Sep 2024
8 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, 2026KLCM Advisors, Inc. holds $10,367,845 across 11 Utilities - Regulated Electric names. SO ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
40,874 | $4,772,856 | |
| 2 | LNT |
Alliant Energy Corp
|
15,936 | $1,215,757 | |
| 3 | MGEE |
Mge Energy Inc
|
12,225 | $996,826 | |
| 4 | XEL |
Xcel Energy Inc
|
10,950 | $879,285 | |
| 5 | DUK |
Duke Energy CORP
|
6,927 | $876,819 | |
| 6 | EXC |
Exelon Corp
|
7,476 | $348,531 | |
| 7 | SO |
Southern Co
This page
|
3,087 | $295,456 | |
| 8 | DTE |
Dte Energy Co
|
1,722 | $262,381 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,456 | 3,087 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $296,702 | 3,074 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $268,052 | 3,074 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $324,871 | 3,428 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $262,817 | 2,862 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $249,000 | 2,708 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $224,898 | 2,732 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $237,443 | 2,633 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||