Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,611,086
+$243,109 QoQ
Shares Held
16,833
+18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#837
of 2,356 holders
Holding Since
Dec 2021
19 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, 2026Chicago Partners Investment Group LLC holds $45,533,102 across 27 Utilities - Regulated Electric names. SO ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
88,052 | $10,113,652 | |
| 2 | DUK |
Duke Energy CORP
|
50,400 | $6,379,632 | |
| 3 | PCG |
PG&E Corp
|
177,262 | $2,981,546 | |
| 4 | ES |
Eversource Energy
|
38,773 | $2,802,124 | |
| 5 | EIX |
Edison International
|
31,927 | $2,376,965 | |
| 6 | NEE |
Nextera Energy Inc
|
26,700 | $2,343,459 | |
| 7 | ED |
Consolidated Edison Inc
|
16,468 | $1,821,854 | |
| 8 | SO |
Southern Co
This page
|
16,833 | $1,611,086 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,611,086 | 16,833 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,367,977 | 14,173 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $806,774 | 9,252 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $893,775 | 9,431 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $841,438 | 9,163 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $893,294 | 9,715 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $774,384 | 9,407 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $834,165 | 9,250 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $621,645 | 8,014 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $632,603 | 8,818 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $625,750 | 8,924 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $566,753 | 8,757 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $616,162 | 8,771 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $528,042 | 7,589 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $413,892 | 5,796 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $321,980 | 4,735 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $270,050 | 3,787 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $261,616 | 3,608 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $211,980 | 3,091 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||