Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,638,268
-$28,342 QoQ
Shares Held
17,117
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#829
of 2,354 holders
Holding Since
Mar 2020
26 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, 2026Ipswich Investment Management Co., Inc. holds $5,719,172 across 7 Utilities - Regulated Electric names. SO ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
16,063 | $2,033,254 | |
| 2 | SO |
Southern Co
This page
|
17,117 | $1,638,268 | |
| 3 | NEE |
Nextera Energy Inc
|
11,069 | $971,526 | |
| 4 | ED |
Consolidated Edison Inc
|
4,077 | $451,038 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,812 | $211,587 | |
| 6 | D |
Dominion Energy, Inc
|
3,050 | $208,284 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,500 | $205,215 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,638,268 | 17,117 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,666,610 | 17,267 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,350,902 | 15,492 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,557,734 | 16,437 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,506,103 | 16,401 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,508,071 | 16,401 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,327,080 | 16,121 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,480,845 | 16,421 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,273,776 | 16,421 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,178,042 | 16,421 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,151,440 | 16,421 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,046,198 | 16,165 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,145,426 | 16,305 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,134,501 | 16,305 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,128,635 | 15,805 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,072,700 | 15,775 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,153,439 | 16,175 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,286,254 | 17,739 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,193,909 | 17,409 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,085,032 | 17,509 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,068,546 | 17,659 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,097,683 | 17,659 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,084,792 | 17,659 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,017,112 | 18,759 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $964,876 | 18,609 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,146,901 | 21,184 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||