Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,010,123
-$3,143 QoQ
Shares Held
10,554
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,012
of 2,360 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Leisure Capital Management holds $4,222,074 across 6 Utilities - Regulated Electric names. SO ranks #3 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
18,069 | $1,305,846 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
13,535 | $1,098,500 | |
| 3 | SO |
Southern Co
This page
|
10,554 | $1,010,123 | |
| 4 | EIX |
Edison International
|
4,675 | $348,053 | |
| 5 | NEE |
Nextera Energy Inc
|
2,731 | $239,699 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,607 | $219,853 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,123 | 10,554 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,013,266 | 10,498 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $973,239 | 11,161 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,074,028 | 11,333 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,047,596 | 11,408 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,039,862 | 11,309 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $718,653 | 8,730 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,096,228 | 12,156 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||