Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,436,084
+$163,960 QoQ
Shares Held
35,901
+5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#566
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, 2026Texas Yale Capital Corp. holds $33,420,082 across 13 Utilities - Regulated Electric names. SO ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
132,568 | $11,635,493 | |
| 2 | IDA |
Idacorp Inc
|
33,905 | $5,129,826 | |
| 3 | DUK |
Duke Energy CORP
|
39,509 | $5,001,049 | |
| 4 | SO |
Southern Co
This page
|
35,901 | $3,436,084 | |
| 5 | ED |
Consolidated Edison Inc
|
29,512 | $3,264,912 | |
| 6 | AEP |
American Electric Power Co Inc
|
15,493 | $2,119,597 | |
| 7 | POR |
Portland General Electric Co /Or/
|
19,595 | $1,015,608 | |
| 8 | ETR |
Entergy Corp /De/
|
3,824 | $439,224 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,436,084 | 35,901 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,272,124 | 33,901 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,956,341 | 33,903 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,197,824 | 33,743 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,847,923 | 31,013 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,893,666 | 31,470 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,549,450 | 30,970 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,820,018 | 31,271 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,379,925 | 30,681 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,230,827 | 31,096 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,181,783 | 31,115 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,922,507 | 29,705 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,056,920 | 29,280 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,066,108 | 29,694 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,139,586 | 29,962 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,509,804 | 22,203 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,558,337 | 21,853 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,515,676 | 20,903 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,416,382 | 20,653 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,171,418 | 18,903 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,104,489 | 18,253 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,067,784 | 17,178 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,055,244 | 17,178 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $923,258 | 17,028 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $879,272 | 16,958 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $879,937 | 16,253 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||