Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$141,555
-$522 QoQ
Shares Held
1,479
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,085
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, 2026Financial Management Professionals, Inc. holds $1,458,240 across 27 Utilities - Regulated Electric names. SO ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,198 | $784,542 | |
| 2 | NEE |
Nextera Energy Inc
|
3,019 | $264,977 | |
| 3 | SO |
Southern Co
This page
|
1,479 | $141,555 | |
| 4 | D |
Dominion Energy, Inc
|
950 | $64,875 | |
| 5 | ETR |
Entergy Corp /De/
|
490 | $56,281 | |
| 6 | AEP |
American Electric Power Co Inc
|
227 | $31,055 | |
| 7 | NGG |
National Grid PLC
|
211 | $17,485 | |
| 8 | XEL |
Xcel Energy Inc
|
170 | $13,651 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,555 | 1,479 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $142,077 | 1,472 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $120,248 | 1,379 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $141,870 | 1,497 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $137,836 | 1,501 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $135,994 | 1,479 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $120,681 | 1,466 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $132,835 | 1,473 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $112,709 | 1,453 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $318,525 | 4,440 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $316,311 | 4,511 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $291,045 | 4,497 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $315,492 | 4,491 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $309,909 | 4,454 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $302,207 | 4,232 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $285,736 | 4,202 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $311,196 | 4,364 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $314,403 | 4,336 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $280,629 | 4,092 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $253,581 | 4,092 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $247,606 | 4,092 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $284,879 | 4,583 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $281,533 | 4,583 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $248,490 | 4,583 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $419,207 | 8,085 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $434,960 | 8,034 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||