Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,728,522
-$816,517 QoQ
Shares Held
18,060
-31.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#814
of 2,360 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, 2026Verity & Verity, LLC holds $55,069,336 across 6 Utilities - Regulated Electric names. SO ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
292,157 | $25,642,619 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
219,482 | $25,628,913 | |
| 3 | SO |
Southern Co
This page
|
18,060 | $1,728,522 | |
| 4 | OGE |
Oge Energy Corp.
|
27,182 | $1,322,676 | |
| 5 | ED |
Consolidated Edison Inc
|
3,956 | $437,652 | |
| 6 | ES |
Eversource Energy
|
4,275 | $308,954 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,728,522 | 18,060 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,545,039 | 26,368 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $11,677,475 | 133,916 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,526,224 | 132,175 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,031,382 | 131,018 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,205,075 | 132,736 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $16,626,252 | 201,971 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $17,723,706 | 196,537 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $14,515,053 | 187,122 | Shares | Sole | 2024-09-16 | |
| 2024-03-31 | $13,200,446 | 184,004 | Shares | Sole | 2024-09-16 | |
| 2023-12-31 | $16,757,978 | 238,990 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $15,350,354 | 237,181 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $16,386,515 | 233,260 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 | $15,547,233 | 223,444 | Shares | Sole | 2024-11-07 | |
| 2022-12-31 | $15,057,584 | 210,861 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $13,864,656 | 203,892 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $14,252,515 | 199,867 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $14,353,572 | 197,953 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $13,287,855 | 193,757 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $11,737,179 | 189,401 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $11,294,796 | 186,660 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $11,609,125 | 186,762 | Shares | Sole | 2021-06-21 | |
| 2020-12-31 | $10,816,225 | 176,074 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $9,417,688 | 173,694 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $9,857,670 | 190,119 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $9,816,231 | 181,312 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||