Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$489,939
+$14,289 QoQ
Shares Held
5,119
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,416
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026ASPIRIANT, LLC holds $3,592,945 across 9 Utilities - Regulated Electric names. SO ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
4,504 | $570,116 | |
| 2 | EIX |
Edison International
|
7,450 | $554,652 | |
| 3 | SO |
Southern Co
This page
|
5,119 | $489,939 | |
| 4 | PCG |
PG&E Corp
|
27,631 | $464,753 | |
| 5 | NEE |
Nextera Energy Inc
|
4,794 | $420,769 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,925 | $399,713 | |
| 7 | ES |
Eversource Energy
|
3,889 | $281,058 | |
| 8 | ED |
Consolidated Edison Inc
|
1,915 | $211,856 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,939 | 5,119 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $475,650 | 4,928 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $389,609 | 4,468 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||