Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,882,667
-$22,821 QoQ
Shares Held
40,567
+0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#534
of 2,360 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, 2026Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. SO ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,356 | $9,949,256 | |
| 2 | DTE |
Dte Energy Co
|
47,200 | $7,191,864 | |
| 3 | DUK |
Duke Energy CORP
|
40,177 | $5,085,604 | |
| 4 | SO |
Southern Co
This page
|
40,567 | $3,882,667 | |
| 5 | CMS |
Cms Energy Corp
|
39,672 | $3,034,908 | |
| 6 | AEP |
American Electric Power Co Inc
|
18,080 | $2,473,524 | |
| 7 | EIX |
Edison International
|
28,634 | $2,131,801 | |
| 8 | FE |
Firstenergy Corp
|
37,888 | $1,801,195 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,882,667 | 40,567 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,905,488 | 40,463 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,676,003 | 42,156 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,023,839 | 42,459 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,368,904 | 47,576 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,852,937 | 52,778 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,610,907 | 56,012 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,343,345 | 59,252 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,984,803 | 64,262 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,695,813 | 65,456 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,126,879 | 30,332 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,135,349 | 63,896 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,409,873 | 62,774 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,864,407 | 69,911 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,005,341 | 70,093 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,797,128 | 70,546 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,206,913 | 73,018 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,219,777 | 71,987 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,968,552 | 72,449 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,464,380 | 72,041 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,510,899 | 74,548 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,318,379 | 69,472 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,139,890 | 67,392 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,682,568 | 67,919 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,487,897 | 67,269 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,342,495 | 61,738 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||