Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$134,089
+$84,768 QoQ
Shares Held
1,401
+174.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,089
of 2,360 holders
Holding Since
Mar 2026
2 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, 2026Community Financial Services Group, LLC holds $15,125,059 across 15 Utilities - Regulated Electric names. SO ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
93,116 | $8,172,791 | |
| 2 | AEP |
American Electric Power Co Inc
|
44,632 | $6,106,103 | |
| 3 | DUK |
Duke Energy CORP
|
4,173 | $528,217 | |
| 4 | SO |
Southern Co
This page
|
1,401 | $134,089 | |
| 5 | LNT |
Alliant Energy Corp
|
754 | $57,521 | |
| 6 | FTS |
Fortis Inc.
|
968 | $55,398 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
313 | $25,403 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
153 | $17,865 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,089 | 1,401 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $49,321 | 511 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||