Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,684,783
+$36,318 QoQ
Shares Held
17,603
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#821
of 2,356 holders
Holding Since
Dec 2024
7 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, 2026TOWER BRIDGE ADVISORS holds $22,978,745 across 7 Utilities - Regulated Electric names. SO ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
85,105 | $10,772,590 | |
| 2 | NEE |
Nextera Energy Inc
|
103,394 | $9,074,891 | |
| 3 | SO |
Southern Co
This page
|
17,603 | $1,684,783 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975 | $680,629 | |
| 5 | PPL |
PPL Corp
|
7,264 | $264,046 | |
| 6 | EMA |
Emera Inc
|
4,771 | $252,958 | |
| 7 | D |
Dominion Energy, Inc
|
3,644 | $248,848 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,684,783 | 17,603 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,648,465 | 17,079 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,078,576 | 12,369 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,141,409 | 12,044 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,078,451 | 11,744 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $633,903 | 6,894 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $555,166 | 6,744 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||