Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,101,313
+$172,747 QoQ
Shares Held
21,955
+9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#736
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026NorthRock Partners, LLC holds $9,302,638 across 11 Utilities - Regulated Electric names. SO ranks #1 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
21,955 | $2,101,313 | |
| 2 | NEE |
Nextera Energy Inc
|
15,718 | $1,379,568 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,116 | $1,064,475 | |
| 4 | PCG |
PG&E Corp
|
57,574 | $968,394 | |
| 5 | XEL |
Xcel Energy Inc
|
11,865 | $952,759 | |
| 6 | MGEE |
Mge Energy Inc
|
9,369 | $763,948 | |
| 7 | DUK |
Duke Energy CORP
|
5,504 | $696,696 | |
| 8 | ES |
Eversource Energy
|
5,538 | $400,231 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,101,313 | 21,955 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,928,566 | 19,981 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,783,850 | 20,457 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,409,337 | 25,423 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,750,922 | 19,067 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,772,887 | 19,281 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,518,721 | 18,449 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $1,639,652 | 18,182 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $1,450,326 | 18,697 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $1,283,930 | 17,897 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $1,324,005 | 18,882 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $585,586 | 9,048 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $602,323 | 8,574 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $655,652 | 9,423 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $698,461 | 9,781 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $707,608 | 10,406 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,099,528 | 15,419 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,219,328 | 16,816 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,422,760 | 20,746 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,304,778 | 21,055 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,331,098 | 21,998 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,332,088 | 21,430 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,477,022 | 24,044 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,352,246 | 24,940 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,550,989 | 29,913 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,597,400 | 29,505 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||