Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$505,348
+$64,542 QoQ
Shares Held
5,280
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,399
of 2,360 holders
Holding Since
Mar 2020
19 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, 2026HighPoint Advisor Group LLC holds $7,782,677 across 10 Utilities - Regulated Electric names. SO ranks #8 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,660 | $1,321,584 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
11,288 | $1,318,099 | |
| 3 | PCG |
PG&E Corp
|
78,096 | $1,313,574 | |
| 4 | DUK |
Duke Energy CORP
|
5,663 | $716,822 | |
| 5 | NEE |
Nextera Energy Inc
|
8,015 | $703,476 | |
| 6 | ETR |
Entergy Corp /De/
|
6,060 | $696,051 | |
| 7 | EXC |
Exelon Corp
|
11,881 | $553,892 | |
| 8 | SO |
Southern Co
This page
|
5,280 | $505,348 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,348 | 5,280 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $440,806 | 4,567 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $397,980 | 4,564 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $3,609,410 | 38,086 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,407,076 | 37,102 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,427,804 | 37,279 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,073,664 | 37,338 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,415,747 | 37,877 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,894,446 | 37,314 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,661,697 | 37,102 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,598,787 | 37,062 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $2,344,316 | 32,875 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $2,120,365 | 34,216 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,127,592 | 35,161 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,104,488 | 33,856 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,974,605 | 32,144 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,316,515 | 24,281 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,375,373 | 26,526 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,505,092 | 27,800 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||