Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,848,072
-$165,027 QoQ
Shares Held
61,102
-1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#447
of 2,354 holders
Holding Since
Mar 2020
26 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, 2026Moors & Cabot, Inc. holds $52,167,172 across 21 Utilities - Regulated Electric names. SO ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
187,240 | $16,434,054 | |
| 2 | HE |
Hawaiian Electric Industries Inc
|
578,331 | $7,824,818 | |
| 3 | DUK |
Duke Energy CORP
|
51,784 | $6,554,818 | |
| 4 | SO |
Southern Co
This page
|
61,102 | $5,848,072 | |
| 5 | ES |
Eversource Energy
|
32,096 | $2,319,577 | |
| 6 | CNP |
Centerpoint Energy Inc
|
51,566 | $2,270,966 | |
| 7 | ED |
Consolidated Edison Inc
|
17,285 | $1,912,239 | |
| 8 | AEP |
American Electric Power Co Inc
|
11,919 | $1,630,638 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,848,072 | 61,102 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,013,099 | 62,299 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,808,304 | 66,609 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,970,983 | 63,005 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,877,854 | 64,008 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,901,810 | 64,185 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,306,017 | 64,456 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,685,307 | 63,044 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,418,574 | 69,854 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,946,257 | 68,947 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,695,585 | 66,965 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,303,815 | 66,499 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,685,956 | 66,704 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,549,766 | 65,389 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,694,850 | 65,745 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,527,848 | 66,586 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,995,907 | 70,059 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,208,538 | 71,832 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,904,498 | 71,515 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,380,535 | 70,688 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $4,093,743 | 67,654 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,158,193 | 66,895 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,947,307 | 64,257 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,562,308 | 65,701 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,287,341 | 63,401 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,299,941 | 60,952 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||