Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,420,132
+$103,875 QoQ
Shares Held
202,906
+1.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#223
of 2,367 holders
Holding Since
Sep 2021
20 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 Jun 30, 2026BENJAMIN EDWARDS INC holds $203,920,181 across 24 Utilities - Regulated Electric names. SO ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
517,902 | $60,475,416 | |
| 2 | NEE |
Nextera Energy Inc
|
437,768 | $38,422,896 | |
| 3 | LNT |
Alliant Energy Corp
|
285,330 | $21,767,824 | |
| 4 | SO |
Southern Co
This page
|
202,906 | $19,420,132 | |
| 5 | DUK |
Duke Energy CORP
|
80,744 | $10,220,575 | |
| 6 | AEE |
Ameren Corp
|
77,413 | $8,750,764 | |
| 7 | ETR |
Entergy Corp /De/
|
75,564 | $8,679,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
45,486 | $6,222,939 |
All Filings in SO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,420,132 | 202,906 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $19,316,257 | 200,127 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $16,797,248 | 192,629 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $18,427,836 | 194,448 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $13,781,661 | 150,078 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,832,222 | 150,432 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $12,857,231 | 156,186 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,768,231 | 152,675 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $543,610 | 7,008 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $232,437 | 3,240 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $426,539 | 6,083 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $405,406 | 6,264 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $461,542 | 6,570 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $612,721 | 8,806 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $2,934,879 | 41,099 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $2,727,004 | 40,103 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $362,611 | 5,085 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $325,787 | 4,493 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $234,680 | 3,422 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $66,369 | 1,071 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||