Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,414,175
+$8,485 QoQ
Shares Held
77,465
+1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#388
of 2,359 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $26,108,900 across 11 Utilities - Regulated Electric names. SO ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,309 | $9,506,280 | |
| 2 | SO |
Southern Co
This page
|
77,465 | $7,414,175 | |
| 3 | DUK |
Duke Energy CORP
|
25,417 | $3,217,283 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
28,262 | $2,024,124 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
12,228 | $1,308,396 | |
| 6 | CNP |
Centerpoint Energy Inc
|
19,149 | $843,321 | |
| 7 | EMA |
Emera Inc
|
11,866 | $629,135 | |
| 8 | EVRG |
Evergy, Inc.
|
5,670 | $490,058 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,414,175 | 77,465 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,405,690 | 76,727 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,541,395 | 75,016 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,073,538 | 74,639 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,895,698 | 75,092 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,801,725 | 73,972 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,080,896 | 73,869 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,656,726 | 73,816 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,747,471 | 74,094 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,317,799 | 74,126 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,106,278 | 72,822 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,723,459 | 72,983 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,132,465 | 73,060 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,163,253 | 74,206 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $5,244,493 | 73,442 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $4,969,848 | 73,086 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,152,076 | 72,249 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,217,674 | 71,958 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,933,302 | 71,935 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,425,649 | 71,416 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,275,213 | 70,653 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,179,638 | 67,240 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,041,295 | 65,787 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,183,418 | 58,713 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,900,385 | 55,938 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $2,912,407 | 53,794 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||