Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$508,315
+$524 QoQ
Shares Held
5,311
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,395
of 2,356 holders
Holding Since
Sep 2022
8 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, 2026First Business Financial Services, Inc. holds $7,759,394 across 9 Utilities - Regulated Electric names. SO ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,658 | $3,041,932 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,845 | $1,894,134 | |
| 3 | MGEE |
Mge Energy Inc
|
7,458 | $608,125 | |
| 4 | SO |
Southern Co
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|
5,311 | $508,315 | |
| 5 | LNT |
Alliant Energy Corp
|
6,491 | $495,198 | |
| 6 | DUK |
Duke Energy CORP
|
3,321 | $420,372 | |
| 7 | XEL |
Xcel Energy Inc
|
4,178 | $335,493 | |
| 8 | PPL |
PPL Corp
|
6,340 | $230,459 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,315 | 5,311 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $507,791 | 5,261 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $386,644 | 4,434 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $684,713 | 7,225 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $647,401 | 7,050 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $648,247 | 7,050 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $616,576 | 7,490 | Shares | Sole | 2025-02-06 | |
| 2022-09-30 | $222,000 | 19,283 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||