Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,095,791
+$74,505 QoQ
Shares Held
11,353
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Jaffetilchin Investment Partners, LLC holds $10,236,379 across 6 Utilities - Regulated Electric names. SO ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
57,419 | $5,333,076 | |
| 2 | DUK |
Duke Energy CORP
|
19,154 | $2,508,024 | |
| 3 | SO |
Southern Co
This page
|
11,353 | $1,095,791 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,523 | $723,954 | |
| 5 | D |
Dominion Energy, Inc
|
5,943 | $367,396 | |
| 6 | ED |
Consolidated Edison Inc
|
1,839 | $208,138 |
All Filings in SO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,095,791 | 11,353 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,021,286 | 11,712 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,150,318 | 12,138 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,125,835 | 12,260 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,150,294 | 12,510 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $963,967 | 11,710 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,054,745 | 11,696 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $918,273 | 11,838 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $909,734 | 12,681 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $930,211 | 13,266 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $984,650 | 15,214 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,146,690 | 16,323 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $948,444 | 13,631 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,049,155 | 14,692 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,014,900 | 14,925 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,004,258 | 14,083 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,015,575 | 14,006 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $886,807 | 12,931 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $795,261 | 12,833 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $857,608 | 14,173 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $734,420 | 11,815 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||