Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$359,103
+$1,400 QoQ
Shares Held
3,752
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,602
of 2,356 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MCF Advisors LLC holds $7,671,467 across 23 Utilities - Regulated Electric names. SO ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,800 | $3,756,556 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
10,889 | $1,165,123 | |
| 3 | DUK |
Duke Energy CORP
|
6,762 | $855,933 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,765 | $378,279 | |
| 5 | EXC |
Exelon Corp
|
7,813 | $364,242 | |
| 6 | SO |
Southern Co
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|
3,752 | $359,103 | |
| 7 | DTE |
Dte Energy Co
|
1,586 | $241,658 | |
| 8 | D |
Dominion Energy, Inc
|
1,410 | $96,288 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,103 | 3,752 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $357,703 | 3,706 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $271,366 | 3,112 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $232,755 | 2,456 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $221,677 | 2,414 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $170,475 | 1,854 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $155,667 | 1,891 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $170,530 | 1,891 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $146,684 | 1,891 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $135,660 | 1,891 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $132,596 | 1,891 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $132,093 | 2,041 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $108,255 | 1,541 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $107,222 | 1,541 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $222,442 | 3,115 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $255,476 | 3,757 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $267,555 | 3,752 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $214,919 | 2,964 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $183,679 | 2,964 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $177,173 | 2,928 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $84,164 | 1,354 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $83,176 | 1,354 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $73,413 | 1,354 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $70,204 | 1,354 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $73,955 | 1,366 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||