Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$311,153
-$2,633 QoQ
Shares Held
3,251
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,703
of 2,360 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Choate Investment Advisors holds $5,527,089 across 7 Utilities - Regulated Electric names. SO ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,944 | $3,681,424 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,140 | $429,583 | |
| 3 | DUK |
Duke Energy CORP
|
2,638 | $333,918 | |
| 4 | SO |
Southern Co
This page
|
3,251 | $311,153 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,365 | $276,161 | |
| 6 | LNT |
Alliant Energy Corp
|
3,288 | $250,841 | |
| 7 | EXC |
Exelon Corp
|
5,234 | $244,009 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,153 | 3,251 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $313,786 | 3,251 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $274,767 | 3,151 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $298,620 | 3,151 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $280,999 | 3,060 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $295,711 | 3,216 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $260,460 | 3,164 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||