Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$380,830
+$6,429 QoQ
Shares Held
3,979
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,575
of 2,360 holders
Holding Since
Mar 2020
25 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, 2026Acropolis Investment Management, LLC holds $4,235,734 across 7 Utilities - Regulated Electric names. SO ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
15,380 | $1,766,546 | |
| 2 | AEE |
Ameren Corp
|
11,707 | $1,323,359 | |
| 3 | SO |
Southern Co
This page
|
3,979 | $380,830 | |
| 4 | EXC |
Exelon Corp
|
6,520 | $303,962 | |
| 5 | NEE |
Nextera Energy Inc
|
2,036 | $178,699 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,293 | $176,895 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
903 | $105,443 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,830 | 3,979 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $374,401 | 3,879 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $353,770 | 4,057 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $306,296 | 3,232 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $226,911 | 2,471 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $162,659 | 1,769 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $127,349 | 1,547 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $157,544 | 1,747 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $108,365 | 1,397 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $100,220 | 1,397 | Shares | Sole | 2024-04-17 | |
| 2023-09-30 | $102,063 | 1,577 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $140,500 | 2,000 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $237,754 | 3,417 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $244,007 | 3,417 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $233,376 | 3,432 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $248,515 | 3,485 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $251,029 | 3,462 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $237,355 | 3,461 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $189,070 | 3,051 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $189,033 | 3,124 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $194,187 | 3,124 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $187,791 | 3,057 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $165,750 | 3,057 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $158,505 | 3,057 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $159,171 | 2,940 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||