Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$534,827
+$28,677 QoQ
Shares Held
5,588
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,361
of 2,356 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $2,199,463 across 25 Utilities - Regulated Electric names. SO ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
5,588 | $534,827 | |
| 2 | XEL |
Xcel Energy Inc
|
3,069 | $246,440 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,643 | $224,778 | |
| 4 | DTE |
Dte Energy Co
|
1,362 | $207,527 | |
| 5 | DUK |
Duke Energy CORP
|
1,238 | $156,706 | |
| 6 | ED |
Consolidated Edison Inc
|
1,081 | $119,590 | |
| 7 | NEE |
Nextera Energy Inc
|
1,086 | $95,318 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,155 | $93,739 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,827 | 5,588 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $506,150 | 5,244 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $448,382 | 5,142 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $490,055 | 5,171 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $474,852 | 5,171 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $475,565 | 5,172 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $400,075 | 4,860 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $430,338 | 4,772 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $353,331 | 4,555 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $322,830 | 4,500 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $315,329 | 4,497 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $332,337 | 5,135 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $423,537 | 6,029 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $102,700 | 1,476 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $78,693 | 1,102 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $94,860 | 1,395 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $78,441 | 1,100 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $79,688 | 1,099 | Shares | Sole | 2022-04-28 | |
| 2021-03-31 | $214,576 | 3,452 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||