Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,921,194
+$4,493,857 QoQ
Shares Held
61,866
+318.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#443
of 2,356 holders
Holding Since
Jun 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 Jun 30, 2026MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. SO ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
61,866 | $5,921,194 | |
| 2 | DUK |
Duke Energy CORP
|
35,549 | $4,499,792 | |
| 3 | ED |
Consolidated Edison Inc
|
15,160 | $1,677,150 | |
| 4 | CMS |
Cms Energy Corp
|
18,142 | $1,387,863 | |
| 5 | NEE |
Nextera Energy Inc
|
12,166 | $1,067,809 | |
| 6 | XEL |
Xcel Energy Inc
|
10,529 | $845,478 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,042 | $753,494 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,410 | $740,142 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,921,194 | 61,866 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,427,337 | 14,788 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,327,271 | 15,221 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,539,077 | 26,792 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,370,591 | 25,815 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,087,540 | 22,703 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $723,839 | 8,793 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $819,195 | 9,084 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,462,349 | 18,852 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,338,524 | 18,658 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,379,400 | 19,672 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,197,255 | 18,499 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,359,197 | 19,348 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,170,405 | 16,821 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,085,646 | 15,203 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $1,018,980 | 14,985 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $984,719 | 13,809 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $942,992 | 13,005 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $980,899 | 14,303 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $770,906 | 12,440 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $786,932 | 13,005 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $800,558 | 12,879 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $783,355 | 12,752 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $769,978 | 14,201 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $676,798 | 13,053 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||