Position in SO
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$6,008,273
+$907,073 QoQ
Shares Held
62,249
+6.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026SIGNATUREFD, LLC holds $34,838,449 across 37 Utilities - Regulated Electric names. SO ranks #1 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
62,249 | $6,008,273 | |
| 2 | NEE |
Nextera Energy Inc
|
60,044 | $5,576,886 | |
| 3 | DUK |
Duke Energy CORP
|
22,025 | $2,883,953 | |
| 4 | FTS |
Fortis Inc.
|
37,839 | $2,111,037 | |
| 5 | NGG |
National Grid PLC
|
23,263 | $1,968,049 | |
| 6 | AEP |
American Electric Power Co Inc
|
12,931 | $1,694,995 | |
| 7 | ED |
Consolidated Edison Inc
|
14,581 | $1,650,277 | |
| 8 | D |
Dominion Energy, Inc
|
20,873 | $1,290,368 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,008,273 | 62,249 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,101,200 | 58,500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,265,800 | 55,564 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,947,249 | 53,874 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,643,566 | 50,501 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,013,923 | 48,760 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,389,511 | 48,675 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,714,206 | 47,882 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,324,503 | 46,341 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,193,825 | 45,548 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,923,596 | 45,173 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,070,697 | 43,711 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,936,902 | 42,209 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,913,456 | 40,799 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,886,260 | 42,445 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,958,509 | 41,488 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,003,871 | 41,427 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,107,771 | 45,316 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,529,367 | 40,816 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,459,126 | 40,640 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,642,359 | 42,509 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,616,979 | 42,601 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,598,818 | 47,931 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,982,308 | 57,518 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $3,283,428 | 60,647 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||