Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$800,231
-$3,201 QoQ
Shares Held
8,361
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,145
of 2,360 holders
Holding Since
Mar 2020
24 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, 2026Verity Asset Management, Inc. holds $4,595,913 across 7 Utilities - Regulated Electric names. SO ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
10,205 | $1,291,748 | |
| 2 | SO |
Southern Co
This page
|
8,361 | $800,231 | |
| 3 | EVRG |
Evergy, Inc.
|
8,846 | $764,559 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,005 | $547,924 | |
| 5 | NEE |
Nextera Energy Inc
|
6,090 | $534,519 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
3,535 | $378,245 | |
| 7 | LNT |
Alliant Energy Corp
|
3,653 | $278,687 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,231 | 8,361 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $803,432 | 8,324 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $738,932 | 8,474 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,661,318 | 17,530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $819,307 | 8,922 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,674,592 | 18,212 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $749,523 | 9,105 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,697,908 | 18,828 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,573,740 | 20,288 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $725,865 | 10,118 | Shares | Sole | 2024-05-28 | |
| 2023-12-31 | $709,333 | 10,116 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $641,828 | 9,917 | Shares | Sole | 2023-11-22 | |
| 2023-06-30 | $671,590 | 9,560 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,342,614 | 19,296 | Shares | Sole | 2023-05-24 | |
| 2022-12-31 | $680,751 | 9,533 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $635,664 | 9,348 | Shares | Sole | 2022-11-16 | |
| 2021-12-31 | $575,797 | 8,396 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $491,484 | 7,931 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $635,476 | 10,502 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $488,639 | 7,861 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $468,342 | 7,624 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $391,034 | 7,212 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $478,575 | 9,230 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $212,499 | 3,925 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||