Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,084,601
+$8,489,073 QoQ
Shares Held
94,918
+1438.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#338
of 2,356 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. SO ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
This page
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,084,601 | 94,918 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $595,528 | 6,170 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,694,906 | 19,437 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,376,452 | 25,076 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $323,241 | 3,520 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $269,413 | 2,930 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $103,970 | 1,263 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $37,154 | 412 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $29,166 | 376 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,174 | 100 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $47,892 | 740 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $51,493 | 733 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $56,290 | 809 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $69,838 | 978 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $66,096 | 972 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||