Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$320,341
-$5,607 QoQ
Shares Held
3,347
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,673
of 2,360 holders
Holding Since
Mar 2020
23 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, 2026Joel Isaacson & Co., LLC holds $9,865,110 across 8 Utilities - Regulated Electric names. SO ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,746 | $4,102,896 | |
| 2 | ED |
Consolidated Edison Inc
|
22,363 | $2,474,018 | |
| 3 | DUK |
Duke Energy CORP
|
6,366 | $805,808 | |
| 4 | D |
Dominion Energy, Inc
|
10,901 | $744,429 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,830 | $523,982 | |
| 6 | NGG |
National Grid PLC
|
5,734 | $475,176 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,156 | $418,460 | |
| 8 | SO |
Southern Co
This page
|
3,347 | $320,341 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,341 | 3,347 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $325,948 | 3,377 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $289,329 | 3,318 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $289,711 | 3,057 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $279,346 | 3,042 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $278,424 | 3,028 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $242,844 | 2,950 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $264,768 | 2,936 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $226,659 | 2,922 | Shares | Sole | 2024-07-24 | |
| 2023-06-30 | $211,522 | 3,011 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $208,392 | 2,995 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $212,730 | 2,979 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $288,184 | 4,238 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $395,841 | 5,551 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $401,487 | 5,537 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $378,698 | 5,522 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $249,181 | 4,021 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $243,310 | 4,021 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $249,945 | 4,021 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $247,010 | 4,021 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $218,018 | 4,021 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $208,488 | 4,021 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $217,696 | 4,021 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||