Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$785,587
+$407,229 QoQ
Shares Held
8,208
+109.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,156
of 2,359 holders
Holding Since
Mar 2024
10 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, 2026Plancorp, LLC holds $4,813,823 across 7 Utilities - Regulated Electric names. SO ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,490 | $1,447,327 | |
| 2 | AEE |
Ameren Corp
|
12,673 | $1,432,555 | |
| 3 | SO |
Southern Co
This page
|
8,208 | $785,587 | |
| 4 | ETR |
Entergy Corp /De/
|
3,901 | $448,068 | |
| 5 | DUK |
Duke Energy CORP
|
2,065 | $261,387 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,958 | $228,635 | |
| 7 | D |
Dominion Energy, Inc
|
3,079 | $210,264 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,587 | 8,208 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $378,358 | 3,920 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $342,608 | 3,929 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $412,723 | 4,355 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $401,297 | 4,370 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $367,432 | 3,996 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $312,816 | 3,800 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $352,513 | 3,909 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $303,143 | 3,908 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $275,051 | 3,834 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||