Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,140,072
-$827,242 QoQ
Shares Held
22,396
-27.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#734
of 2,360 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, 2026Tower Research Capital LLC (TRC) holds $27,023,179 across 34 Utilities - Regulated Electric names. SO ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
62,092 | $2,257,043 | |
| 2 | SO |
Southern Co
This page
|
22,396 | $2,140,072 | |
| 3 | XEL |
Xcel Energy Inc
|
26,599 | $2,135,899 | |
| 4 | NEE |
Nextera Energy Inc
|
22,751 | $1,996,855 | |
| 5 | DUK |
Duke Energy CORP
|
15,415 | $1,951,229 | |
| 6 | PCG |
PG&E Corp
|
87,717 | $1,475,399 | |
| 7 | D |
Dominion Energy, Inc
|
20,973 | $1,432,246 | |
| 8 | CNP |
Centerpoint Energy Inc
|
31,997 | $1,409,147 |
All Filings in SO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $3,730 | 75 | Shares | Other | 2026-08-11 | |
| 2026-06-30 | $2,136,342 | 22,321 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,967,314 | 30,743 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,013,369 | 34,557 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,769,084 | 29,219 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $974,499 | 10,612 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $8,097,116 | 88,060 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,761,247 | 69,986 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,754,205 | 63,808 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,548,466 | 148,878 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,942,575 | 27,078 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,061,869 | 143,495 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,189,637 | 80,186 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $2,538,554 | 36,136 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,477,531 | 21,235 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,806,958 | 25,304 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $11,183,076 | 164,457 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $5,344,327 | 74,945 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $12,446,921 | 171,658 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $6,781,601 | 98,886 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $2,226,457 | 35,928 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,343,019 | 22,195 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $7,345,819 | 118,176 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,690,799 | 27,524 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $1,395,947 | 25,746 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $1,726,863 | 33,305 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $391,377 | 7,229 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||