Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,617,742
+$94,087 QoQ
Shares Held
37,799
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#550
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empirical Finance, LLC holds $37,869,565 across 23 Utilities - Regulated Electric names. SO ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
70,396 | $6,178,656 | |
| 2 | DUK |
Duke Energy CORP
|
31,163 | $3,944,612 | |
| 3 | SO |
Southern Co
This page
|
37,799 | $3,617,742 | |
| 4 | AEP |
American Electric Power Co Inc
|
18,071 | $2,472,293 | |
| 5 | D |
Dominion Energy, Inc
|
29,275 | $1,999,189 | |
| 6 | ETR |
Entergy Corp /De/
|
14,767 | $1,696,137 | |
| 7 | EIX |
Edison International
|
22,398 | $1,667,531 | |
| 8 | EXC |
Exelon Corp
|
34,851 | $1,624,753 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,617,742 | 37,799 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,523,655 | 36,507 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,187,421 | 36,553 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,616,328 | 38,159 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,468,878 | 37,775 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,450,791 | 37,529 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,039,254 | 36,920 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,371,740 | 37,389 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,835,493 | 36,554 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,790,542 | 38,898 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,634,478 | 37,571 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,413,020 | 37,284 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,357,519 | 33,559 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,066,386 | 29,698 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $1,999,694 | 28,003 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $1,749,572 | 25,729 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,533,093 | 21,499 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,474,853 | 20,340 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,240,612 | 18,090 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $817,880 | 13,198 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $642,192 | 10,613 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $659,704 | 10,613 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $651,956 | 10,613 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $473,232 | 8,728 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $98,203 | 1,894 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $323,865 | 5,982 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||