Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,132,875
+$145,968 QoQ
Shares Held
32,733
+5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#605
of 2,360 holders
Holding Since
Dec 2020
15 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, 2026Shoker Investment Counsel, Inc. holds $5,983,583 across 2 Utilities - Regulated Electric names. SO ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
32,733 | $3,132,875 | |
| 2 | DUK |
Duke Energy CORP
|
22,521 | $2,850,708 |
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,132,875 | 32,733 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,986,907 | 30,946 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,748,456 | 31,519 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,906,216 | 30,666 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,808,069 | 30,579 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,794,728 | 30,394 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,418,643 | 29,381 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,560,029 | 28,388 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,188,947 | 28,219 | Shares | Sole | 2024-07-31 | |
| 2022-03-31 | $246,824 | 3,404 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $250,865 | 3,658 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $225,694 | 3,642 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $219,409 | 3,626 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $223,589 | 3,597 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $219,120 | 3,567 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||