Position in SO
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$1,205,084
+$2,252 QoQ
Shares Held
12,591
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#941
of 2,360 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, 2026Rehmann Capital Advisory Group holds $9,484,052 across 14 Utilities - Regulated Electric names. SO ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,549 | $1,979,125 | |
| 2 | SO |
Southern Co
This page
|
12,591 | $1,205,084 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,879 | $1,077,925 | |
| 4 | DUK |
Duke Energy CORP
|
8,185 | $1,036,057 | |
| 5 | NGG |
National Grid PLC
|
11,397 | $944,469 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
7,633 | $891,305 | |
| 7 | DTE |
Dte Energy Co
|
5,263 | $801,923 | |
| 8 | ETR |
Entergy Corp /De/
|
3,239 | $372,031 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,084 | 12,591 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $1,202,832 | 12,462 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,080,495 | 12,391 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $965,516 | 10,188 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $963,755 | 10,495 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $907,914 | 9,874 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $750,346 | 9,115 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $814,776 | 9,035 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $686,494 | 8,850 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $634,396 | 8,843 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $569,584 | 8,123 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $433,041 | 6,691 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $434,004 | 6,178 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $303,647 | 4,364 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $305,134 | 4,273 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $538,696 | 7,922 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $295,936 | 4,150 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $324,699 | 4,478 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $304,563 | 4,441 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $286,053 | 4,616 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $279,798 | 4,624 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $295,135 | 4,748 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $332,643 | 5,415 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $360,346 | 6,646 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $346,306 | 6,679 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $517,794 | 9,564 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||