Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,401,672
+$130,890 QoQ
Shares Held
14,645
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#874
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Valmark Advisers, Inc. holds $10,882,960 across 10 Utilities - Regulated Electric names. SO ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
36,179 | $3,175,430 | |
| 2 | D |
Dominion Energy, Inc
|
22,694 | $1,549,773 | |
| 3 | SO |
Southern Co
This page
|
14,645 | $1,401,672 | |
| 4 | DUK |
Duke Energy CORP
|
10,535 | $1,333,520 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
10,868 | $1,269,056 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,414 | $603,879 | |
| 7 | ES |
Eversource Energy
|
8,291 | $599,190 | |
| 8 | MGEE |
Mge Energy Inc
|
4,546 | $370,680 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,401,672 | 14,645 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,270,782 | 13,166 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,252,279 | 14,361 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,418,706 | 14,970 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,339,248 | 14,584 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,164,270 | 12,662 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $939,024 | 11,407 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,059,164 | 11,745 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $875,998 | 11,293 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $814,894 | 11,359 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $792,987 | 11,309 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $808,870 | 12,498 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $876,439 | 12,476 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $919,569 | 13,216 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $750,590 | 10,511 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $723,588 | 10,641 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $768,222 | 10,773 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $784,485 | 10,819 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $673,044 | 9,814 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $550,603 | 8,885 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $615,870 | 10,178 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $464,521 | 7,473 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $334,117 | 5,439 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $364,412 | 6,721 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $361,705 | 6,976 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $242,709 | 4,483 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||