Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$351,447
-$54,323 QoQ
Shares Held
3,672
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,613
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. SO ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,882 | $1,810,460 | |
| 2 | CMS |
Cms Energy Corp
|
7,156 | $547,434 | |
| 3 | NEE |
Nextera Energy Inc
|
4,895 | $429,634 | |
| 4 | SO |
Southern Co
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|
3,672 | $351,447 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,721 | $235,450 | |
| 6 | EXC |
Exelon Corp
|
3,842 | $179,114 | |
| 7 | IDA |
Idacorp Inc
|
983 | $148,727 | |
| 8 | DUK |
Duke Energy CORP
|
411 | $52,024 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,447 | 3,672 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $405,770 | 4,204 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $366,588 | 4,204 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $430,066 | 4,538 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $399,460 | 4,350 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $398,695 | 4,336 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $390,032 | 4,738 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $372,984 | 4,136 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $320,829 | 4,136 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $302,958 | 4,223 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $297,098 | 4,237 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $273,312 | 4,223 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $100,106 | 1,425 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $99,151 | 1,425 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $101,759 | 1,425 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $83,300 | 1,225 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $81,649 | 1,145 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $81,573 | 1,125 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $94,777 | 1,382 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $117,681 | 1,899 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,754 | 29 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,678 | 27 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $331,844 | 5,402 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $21,688 | 400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $20,740 | 400 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $21,656 | 400 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||