Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,297,709
-$21,570 QoQ
Shares Held
24,007
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#709
of 2,354 holders
Holding Since
Mar 2020
26 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, 2026Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. SO ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
30,590 | $3,872,082 | |
| 2 | FE |
Firstenergy Corp
|
69,833 | $3,319,860 | |
| 3 | ETR |
Entergy Corp /De/
|
25,483 | $2,926,977 | |
| 4 | NEE |
Nextera Energy Inc
|
28,521 | $2,503,288 | |
| 5 | SO |
Southern Co
This page
|
24,007 | $2,297,709 | |
| 6 | EXC |
Exelon Corp
|
18,943 | $883,122 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,785 | $832,995 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,439 | $607,299 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,297,709 | 24,007 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,319,279 | 24,029 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,924,329 | 22,068 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,079,443 | 21,942 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,033,850 | 22,148 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,045,611 | 22,247 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,486,804 | 30,209 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,362,174 | 26,194 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,220,286 | 28,623 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,122,643 | 29,588 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,259,617 | 32,225 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,916,618 | 29,614 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,359,557 | 33,588 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,929,035 | 27,724 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,150,869 | 30,120 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,029,188 | 29,841 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,800,149 | 25,244 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $958,002 | 13,212 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,969,137 | 28,713 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,919,210 | 30,970 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,929,966 | 31,895 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,800,059 | 45,046 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,403,571 | 39,127 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,983,801 | 36,588 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,000,010 | 38,573 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,075,835 | 38,342 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||