Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$306,591,097
+$10,209,740 QoQ
Shares Held
3,203,334
+4.3% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#33
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$776,080
PutShares
8,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. SO ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
This page
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in SO
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,591,097 | 3,203,334 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $296,381,357 | 3,070,673 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $262,919,336 | 3,015,130 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $776,080 | 8,900 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $663,390 | 7,000 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $271,422,132 | 2,864,009 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $651,993 | 7,100 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $226,809,723 | 2,469,887 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $652,845 | 7,100 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $216,257,388 | 2,351,902 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $181,036,909 | 2,199,185 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $186,868,290 | 2,072,170 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $165,958,687 | 2,139,470 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $150,579,318 | 2,098,959 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $146,232,385 | 2,085,459 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $131,287,044 | 2,028,539 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $139,351,904 | 1,983,657 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $577,514 | 8,300 | Put | Sole | 2023-05-10 | |
| 2023-03-31 | $130,231,216 | 1,871,676 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $592,703 | 8,300 | Put | Sole | 2023-02-07 | |
| 2022-12-31 | $122,328,971 | 1,713,051 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $109,140,816 | 1,605,012 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $652,800 | 9,600 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $109,066,577 | 1,529,471 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $684,576 | 9,600 | Put | Sole | 2022-08-12 | |
| 2022-03-31 | $100,561,653 | 1,386,866 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $91,905,361 | 1,340,119 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $78,791,446 | 1,271,445 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $72,547,133 | 1,198,928 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $72,072,095 | 1,159,461 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $69,449,563 | 1,130,548 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $56,378,118 | 1,039,803 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $50,933,136 | 982,317 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $47,626,687 | 879,695 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||