Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,197,583
-$125,775 QoQ
Shares Held
75,202
-0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#396
of 2,359 holders
Holding Since
Mar 2020
26 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, 2026Edgemoor Investment Advisors, Inc. holds $72,081,058 across 10 Utilities - Regulated Electric names. SO ranks #6 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
123,349 | $16,875,376 | |
| 2 | ETR |
Entergy Corp /De/
|
117,326 | $13,476,064 | |
| 3 | NEE |
Nextera Energy Inc
|
100,375 | $8,809,913 | |
| 4 | EVRG |
Evergy, Inc.
|
94,683 | $8,183,451 | |
| 5 | CNP |
Centerpoint Energy Inc
|
167,306 | $7,368,156 | |
| 6 | SO |
Southern Co
This page
|
75,202 | $7,197,583 | |
| 7 | ES |
Eversource Energy
|
86,228 | $6,231,697 | |
| 8 | XEL |
Xcel Energy Inc
|
32,964 | $2,647,009 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,197,583 | 75,202 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,323,358 | 75,874 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,624,932 | 75,974 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,206,879 | 76,046 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,090,745 | 77,216 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,946,686 | 86,424 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,146,116 | 86,809 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,094,827 | 89,763 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,997,201 | 90,205 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,593,982 | 91,915 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,518,285 | 92,959 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,016,694 | 92,965 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,591,487 | 93,829 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,759,766 | 97,151 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,896,420 | 96,575 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,598,312 | 97,034 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,905,589 | 96,839 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,217,935 | 99,544 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,822,201 | 99,478 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,149,902 | 99,240 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,142,176 | 118,033 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,449,192 | 119,839 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $7,338,243 | 119,457 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,482,976 | 119,568 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $6,243,673 | 120,418 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,537,405 | 120,750 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||