Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,944,621
+$3,464,882 QoQ
Shares Held
72,559
+101.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#410
of 2,356 holders
Holding Since
Sep 2025
4 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, 2026RiverFront Investment Group, LLC holds $19,125,185 across 10 Utilities - Regulated Electric names. SO ranks #1 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
72,559 | $6,944,621 | |
| 2 | NEE |
Nextera Energy Inc
|
42,910 | $3,766,210 | |
| 3 | DUK |
Duke Energy CORP
|
23,896 | $3,024,755 | |
| 4 | D |
Dominion Energy, Inc
|
30,971 | $2,115,009 | |
| 5 | EIX |
Edison International
|
16,722 | $1,244,952 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,259 | $751,460 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,867 | $529,044 | |
| 8 | ED |
Consolidated Edison Inc
|
2,364 | $261,529 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,944,621 | 72,559 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,479,739 | 36,052 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $716,260 | 8,214 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $298,809 | 3,153 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||