Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,064,273
+$327,782 QoQ
Shares Held
21,568
+19.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#203
of 936 holders
Holding Since
Mar 2020
16 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, 2026Caprock Group, LLC holds $37,099,734 across 25 Utilities - Regulated Electric names. SO ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,979 | $7,465,561 | |
| 2 | NEE |
Nextera Energy Inc
|
42,810 | $3,757,433 | |
| 3 | EXC |
Exelon Corp
|
61,277 | $2,856,733 | |
| 4 | ED |
Consolidated Edison Inc
|
23,807 | $2,633,768 | |
| 5 | SO |
Southern Co
This page
|
21,568 | $2,064,273 | |
| 6 | AEP |
American Electric Power Co Inc
|
14,774 | $2,021,230 | |
| 7 | HE |
Hawaiian Electric Industries Inc
|
130,257 | $1,762,377 | |
| 8 | ES |
Eversource Energy
|
24,030 | $1,736,648 |
All Filings in SO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,064,273 | 21,568 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,736,491 | 17,991 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,430,952 | 16,410 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,611,184 | 17,001 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $1,394,697 | 15,168 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,226,179 | 27,043 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,308,698 | 25,601 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,891,622 | 24,386 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,460,482 | 20,358 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,355,910 | 19,337 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,080,047 | 16,688 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,159,897 | 16,511 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,119,959 | 16,096 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $227,726 | 3,189 | Shares | Sole | 2023-01-23 | |
| 2020-06-30 | $422,629 | 8,151 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $284,938 | 5,263 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||