Position in SO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$37,017,060
+$4,415,684 QoQ
Shares Held
383,517
+2.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Janney Montgomery Scott LLC holds $447,475,927 across 26 Utilities - Regulated Electric names. SO ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,002,772 | $186,017,463 | |
| 2 | D |
Dominion Energy, Inc
|
692,160 | $42,789,331 | |
| 3 | SO |
Southern Co
This page
|
383,517 | $37,017,060 | |
| 4 | AEP |
American Electric Power Co Inc
|
238,136 | $31,214,866 | |
| 5 | PPL |
PPL Corp
|
545,573 | $20,840,888 | |
| 6 | ETR |
Entergy Corp /De/
|
182,005 | $20,450,081 | |
| 7 | ED |
Consolidated Edison Inc
|
166,478 | $18,841,980 | |
| 8 | ES |
Eversource Energy
|
200,343 | $13,879,763 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,017,060 | 383,517 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $32,601,376 | 373,869 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,770,639 | 366,895 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $33,017,568 | 359,551 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $35,658,853 | 387,807 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $31,392,485 | 381,347 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $34,183,630 | 379,060 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $30,661,171 | 395,271 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $27,629,297 | 385,131 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $27,752,653 | 395,788 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $26,821,002 | 414,416 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $27,466,415 | 390,981 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $27,426,139 | 394,167 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $27,643,168 | 387,105 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $25,609,480 | 376,610 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $26,939,205 | 377,776 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $25,997,590 | 358,538 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $23,876,675 | 348,158 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $21,361,492 | 344,707 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $20,488,928 | 338,604 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $20,276,343 | 326,196 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $19,547,640 | 318,210 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $17,912,390 | 330,365 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $16,165,015 | 311,765 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $12,456,314 | 230,076 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||