Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$606,035
-$9,955 QoQ
Shares Held
6,332
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,294
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Marble Harbor Investment Counsel, LLC holds $4,716,957 across 6 Utilities - Regulated Electric names. SO ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,654 | $1,549,491 | |
| 2 | DUK |
Duke Energy CORP
|
11,958 | $1,513,643 | |
| 3 | SO |
Southern Co
This page
|
6,332 | $606,035 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
4,368 | $510,051 | |
| 5 | LNT |
Alliant Energy Corp
|
4,000 | $305,160 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,700 | $232,577 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,035 | 6,332 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $615,990 | 6,382 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $557,818 | 6,397 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $606,243 | 6,397 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $587,436 | 6,397 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $588,204 | 6,397 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $530,387 | 6,443 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $581,029 | 6,443 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $499,783 | 6,443 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $463,225 | 6,457 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $458,374 | 6,537 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $423,074 | 6,537 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $434,917 | 6,191 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $430,769 | 6,191 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $442,099 | 6,191 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $420,988 | 6,191 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $413,027 | 5,792 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $390,973 | 5,392 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $369,783 | 5,392 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $230,032 | 3,712 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $326,269 | 5,392 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $310,302 | 4,992 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $306,658 | 4,992 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $270,666 | 4,992 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $258,835 | 4,992 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $270,266 | 4,992 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||