Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$110,449
-$935 QoQ
Shares Held
1,154
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,106
of 2,360 holders
Holding Since
Dec 2021
9 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, 2026Roble, Belko & Company, Inc holds $718,138 across 9 Utilities - Regulated Electric names. SO ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,182 | $276,197 | |
| 2 | ED |
Consolidated Edison Inc
|
1,400 | $154,882 | |
| 3 | SO |
Southern Co
This page
|
1,154 | $110,449 | |
| 4 | PPL |
PPL Corp
|
1,954 | $71,027 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
500 | $53,500 | |
| 6 | D |
Dominion Energy, Inc
|
500 | $34,145 | |
| 7 | AEP |
American Electric Power Co Inc
|
100 | $13,681 | |
| 8 | NEE |
Nextera Energy Inc
|
28 | $2,457 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,449 | 1,154 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $111,384 | 1,154 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $100,628 | 1,154 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $109,364 | 1,154 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $105,971 | 1,154 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $106,110 | 1,154 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $94,997 | 1,154 | Shares | Sole | 2025-01-14 | |
| 2022-03-31 | $6,670 | 92 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,309 | 92 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||