Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$250,185
-$16,596 QoQ
Shares Held
2,614
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,873
of 2,356 holders
Holding Since
Dec 2022
15 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, 2026CHELSEA COUNSEL CO holds $5,147,865 across 11 Utilities - Regulated Electric names. SO ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
37,950 | $1,379,482 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,672 | $1,012,629 | |
| 3 | POR |
Portland General Electric Co /Or/
|
15,300 | $792,999 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
5,064 | $541,848 | |
| 5 | DUK |
Duke Energy CORP
|
3,801 | $481,130 | |
| 6 | NEE |
Nextera Energy Inc
|
3,240 | $284,374 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,895 | $259,254 | |
| 8 | SO |
Southern Co
This page
|
2,614 | $250,185 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,185 | 2,614 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $266,781 | 2,764 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $241,020 | 2,764 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $261,944 | 2,764 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $262,174 | 2,855 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $262,517 | 2,855 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $226,791 | 2,755 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $248,445 | 2,755 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $174,920 | 2,255 | Shares | Sole | 2024-11-21 | |
| 2024-03-31 | $161,773 | 2,255 | Shares | Sole | 2024-06-17 | |
| 2023-12-31 | $160,434 | 2,288 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $139,471 | 2,155 | Shares | Sole | 2023-11-22 | |
| 2023-06-30 | $158,413 | 2,255 | Shares | Sole | 2023-11-22 | |
| 2023-03-31 | $156,902 | 2,255 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $161,029 | 2,255 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||