Position in SO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$406,445
+$96,798 QoQ
Shares Held
4,211
+18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Sunbelt Securities, Inc. holds $4,891,603 across 26 Utilities - Regulated Electric names. SO ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,203 | $1,690,694 | |
| 2 | EVRG |
Evergy, Inc.
|
7,348 | $601,948 | |
| 3 | DUK |
Duke Energy CORP
|
3,852 | $504,380 | |
| 4 | D |
Dominion Energy, Inc
|
7,126 | $440,529 | |
| 5 | SO |
Southern Co
This page
|
4,211 | $406,445 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,580 | $338,186 | |
| 7 | ETR |
Entergy Corp /De/
|
2,818 | $316,630 | |
| 8 | XEL |
Xcel Energy Inc
|
2,845 | $226,006 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $406,445 | 4,211 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $309,647 | 3,551 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $337,665 | 3,563 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $516,635 | 5,626 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $371,845 | 4,044 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $463,132 | 5,626 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $502,212 | 5,569 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $450,061 | 5,802 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $621,555 | 8,664 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $619,790 | 8,839 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $581,768 | 8,989 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $725,682 | 10,330 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $721,753 | 10,373 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $711,957 | 9,970 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $687,208 | 10,106 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $720,231 | 10,100 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $731,843 | 10,093 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $760,003 | 11,082 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $743,082 | 11,991 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $725,575 | 11,991 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $769,105 | 12,373 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $856,272 | 13,939 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $671,948 | 12,393 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $616,548 | 11,891 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $700,463 | 12,938 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||