Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,369,331
-$217,439 QoQ
Shares Held
56,100
-3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#456
of 2,360 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Goelzer Investment Management, Inc. holds $26,839,933 across 6 Utilities - Regulated Electric names. SO ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
75,863 | $10,378,817 | |
| 2 | ETR |
Entergy Corp /De/
|
67,075 | $7,704,234 | |
| 3 | SO |
Southern Co
This page
|
56,100 | $5,369,331 | |
| 4 | NEE |
Nextera Energy Inc
|
17,610 | $1,545,629 | |
| 5 | EVRG |
Evergy, Inc.
|
14,449 | $1,248,827 | |
| 6 | XEL |
Xcel Energy Inc
|
7,386 | $593,095 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,369,331 | 56,100 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,586,770 | 57,882 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $5,058,123 | 58,006 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,447,190 | 57,478 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,381,146 | 58,599 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,459,899 | 59,379 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,984,640 | 60,552 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,618,033 | 62,298 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,868,138 | 62,758 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,581,531 | 63,863 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,512,151 | 64,349 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,175,604 | 64,518 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,681,319 | 66,638 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,666,521 | 67,067 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,249,537 | 59,509 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,917,344 | 57,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,028,444 | 56,492 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,950,199 | 54,478 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,753,932 | 54,738 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,379,595 | 54,536 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,371,980 | 55,726 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,372,677 | 54,258 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,409,733 | 55,506 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,972,177 | 54,817 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||