Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$815,832
-$6,904 QoQ
Shares Held
8,524
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,131
of 2,356 holders
Holding Since
Dec 2023
11 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, 2026Roundview Capital LLC holds $4,272,150 across 7 Utilities - Regulated Electric names. SO ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,576 | $1,367,105 | |
| 2 | DUK |
Duke Energy CORP
|
6,901 | $873,528 | |
| 3 | SO |
Southern Co
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|
8,524 | $815,832 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,309 | $430,878 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,548 | $348,591 | |
| 6 | ETR |
Entergy Corp /De/
|
1,910 | $219,382 | |
| 7 | ED |
Consolidated Edison Inc
|
1,960 | $216,834 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,832 | 8,524 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $822,736 | 8,524 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $741,984 | 8,509 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $940,213 | 9,921 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $919,126 | 10,009 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $905,615 | 9,849 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $843,780 | 10,250 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $864,014 | 9,581 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $708,989 | 9,140 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $533,386 | 7,435 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $417,494 | 5,954 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||