Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$40,362,055
+$3,344,995 QoQ
Shares Held
421,712
+10.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#146
of 2,360 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, 2026Janney Montgomery Scott LLC holds $555,970,930 across 29 Utilities - Regulated Electric names. SO ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,945,219 | $170,731,871 | |
| 2 | DUK |
Duke Energy CORP
|
766,917 | $97,076,353 | |
| 3 | D |
Dominion Energy, Inc
|
606,277 | $41,402,656 | |
| 4 | SO |
Southern Co
This page
|
421,712 | $40,362,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
248,727 | $34,028,340 | |
| 6 | ETR |
Entergy Corp /De/
|
178,820 | $20,539,265 | |
| 7 | PPL |
PPL Corp
|
560,564 | $20,376,501 | |
| 8 | ED |
Consolidated Edison Inc
|
162,158 | $17,939,539 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,362,055 | 421,712 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||