Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$342,163
+$55,885 QoQ
Shares Held
3,575
+20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,631
of 2,360 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 14%
None 86%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $2,762,358 across 7 Utilities - Regulated Electric names. SO ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
65,323 | $1,098,732 | |
| 2 | ETR |
Entergy Corp /De/
|
3,667 | $421,191 | |
| 3 | SO |
Southern Co
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|
3,575 | $342,163 | |
| 4 | EXC |
Exelon Corp
|
5,165 | $240,792 | |
| 5 | DUK |
Duke Energy CORP
|
1,889 | $239,109 | |
| 6 | NEE |
Nextera Energy Inc
|
2,509 | $220,214 | |
| 7 | D |
Dominion Energy, Inc
|
2,931 | $200,157 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,163 | 3,575 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $286,278 | 2,966 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $230,556 | 2,644 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $235,882 | 2,489 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $208,178 | 2,267 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $203,577 | 2,214 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||