Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$589,573
-$14,738 QoQ
Shares Held
6,160
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,314
of 2,354 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026Mirador Capital Partners LP holds $6,556,730 across 6 Utilities - Regulated Electric names. SO ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,446 | $1,970,085 | |
| 2 | AEP |
American Electric Power Co Inc
|
12,630 | $1,727,910 | |
| 3 | CMS |
Cms Energy Corp
|
14,448 | $1,105,272 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
8,922 | $954,654 | |
| 5 | SO |
Southern Co
This page
|
6,160 | $589,573 | |
| 6 | DUK |
Duke Energy CORP
|
1,653 | $209,236 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,573 | 6,160 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $604,311 | 6,261 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $542,209 | 6,218 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $590,701 | 6,233 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $580,365 | 6,320 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $546,550 | 5,944 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $467,906 | 5,684 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $497,883 | 5,521 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $416,085 | 5,364 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $380,222 | 5,300 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $348,706 | 4,973 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $310,202 | 4,793 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $318,021 | 4,527 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $317,215 | 4,559 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $317,988 | 4,453 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $282,948 | 4,161 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $299,002 | 4,193 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $285,471 | 3,937 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $219,798 | 3,205 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||