Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,561,081
-$263,910 QoQ
Shares Held
37,207
-6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#556
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Essex Financial Services, Inc. holds $18,105,192 across 19 Utilities - Regulated Electric names. SO ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,812 | $3,757,609 | |
| 2 | SO |
Southern Co
This page
|
37,207 | $3,561,081 | |
| 3 | DUK |
Duke Energy CORP
|
15,657 | $1,981,863 | |
| 4 | ES |
Eversource Energy
|
20,910 | $1,511,165 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,643 | $1,045,638 | |
| 6 | D |
Dominion Energy, Inc
|
13,750 | $938,987 | |
| 7 | ED |
Consolidated Edison Inc
|
6,151 | $680,485 | |
| 8 | EIX |
Edison International
|
7,521 | $559,938 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,561,081 | 37,207 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,824,991 | 39,629 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,499,684 | 40,134 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,724,745 | 39,303 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,602,031 | 39,225 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $3,664,575 | 39,854 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $3,472,916 | 42,188 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $3,663,291 | 40,622 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $3,447,365 | 44,442 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,463,264 | 34,336 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,488,699 | 35,492 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,329,920 | 36,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,355,412 | 33,529 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,347,350 | 33,736 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,413,372 | 33,796 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,369,596 | 34,847 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,449,070 | 34,344 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,495,504 | 34,416 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,215,134 | 32,300 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,072,276 | 33,440 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,742,324 | 28,794 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,789,835 | 28,794 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,645,525 | 26,787 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,328,227 | 24,497 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $948,699 | 18,297 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $980,367 | 18,108 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||