Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$758,501
+$22,247 QoQ
Shares Held
7,925
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,176
of 2,359 holders
Holding Since
Mar 2020
24 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, 2026SUMMITRY LLC holds $28,340,101 across 9 Utilities - Regulated Electric names. SO ranks #2 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
290,030 | $25,455,933 | |
| 2 | SO |
Southern Co
This page
|
7,925 | $758,501 | |
| 3 | ED |
Consolidated Edison Inc
|
5,930 | $656,035 | |
| 4 | DUK |
Duke Energy CORP
|
2,130 | $269,615 | |
| 5 | EVRG |
Evergy, Inc.
|
3,073 | $265,599 | |
| 6 | CMS |
Cms Energy Corp
|
3,303 | $252,679 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,065 | $241,130 | |
| 8 | ES |
Eversource Energy
|
3,311 | $239,285 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,501 | 7,925 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $736,254 | 7,628 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $662,458 | 7,597 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $744,607 | 7,857 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $566,040 | 6,164 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $565,492 | 6,150 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $502,152 | 6,100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $550,098 | 6,100 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $473,177 | 6,100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $437,614 | 6,100 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $522,394 | 7,450 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $482,164 | 7,450 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $523,362 | 7,450 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $518,371 | 7,450 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $532,004 | 7,450 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $600,032 | 8,824 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $531,259 | 7,450 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $540,199 | 7,450 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $510,921 | 7,450 | Shares | Sole | 2022-02-10 | |
| 2021-03-31 | $519,036 | 8,350 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $457,653 | 7,450 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $403,939 | 7,450 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $386,282 | 7,450 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $403,343 | 7,450 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||