Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,519,182
-$11,668 QoQ
Shares Held
26,321
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#675
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Argyle Capital Management, LLC holds $13,514,579 across 8 Utilities - Regulated Electric names. SO ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
31,009 | $3,925,119 | |
| 2 | PPL |
PPL Corp
|
76,473 | $2,779,793 | |
| 3 | SO |
Southern Co
This page
|
26,321 | $2,519,182 | |
| 4 | EXC |
Exelon Corp
|
43,222 | $2,015,009 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,600 | $902,946 | |
| 6 | NEE |
Nextera Energy Inc
|
6,468 | $567,696 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,250 | $426,090 | |
| 8 | CNP |
Centerpoint Energy Inc
|
8,600 | $378,744 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,519,182 | 26,321 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,530,850 | 26,221 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,290,831 | 26,271 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,489,702 | 26,271 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,412,465 | 26,271 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,415,618 | 26,271 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,162,628 | 26,271 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,294,720 | 25,446 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,231,766 | 28,771 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,157,293 | 30,071 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,856,146 | 26,471 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,166,243 | 33,471 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,362,648 | 33,632 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,483,866 | 35,698 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,549,194 | 35,698 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,452,012 | 36,059 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,571,367 | 36,059 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,600,136 | 35,859 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,596,370 | 37,859 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,346,122 | 37,859 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,302,950 | 38,059 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,365,747 | 38,059 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,337,964 | 38,059 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,063,558 | 38,059 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,014,839 | 38,859 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,125,482 | 39,259 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||