Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,848,036
+$2,943,995 QoQ
Shares Held
625,306
+6.1% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#111
of 2,367 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. SO ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
This page
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,848,036 | 625,306 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $56,904,041 | 589,557 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $41,946,338 | 481,036 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,078,948 | 465,115 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,259,310 | 449,301 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $40,963,356 | 445,496 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,629,648 | 384,228 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,244,496 | 368,646 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $27,664,163 | 356,635 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $23,579,932 | 328,686 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $21,665,396 | 308,976 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,147,411 | 295,850 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $19,900,419 | 283,280 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $18,902,728 | 271,669 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,089,892 | 267,328 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,787,236 | 261,577 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $18,468,576 | 258,990 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,764,457 | 231,202 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,310,142 | 223,245 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,308,067 | 230,887 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,586,854 | 224,539 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $15,508,298 | 249,490 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $14,673,108 | 238,859 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $12,801,992 | 236,112 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $10,759,030 | 207,503 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $11,300,209 | 208,722 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||