Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,145
-$86 QoQ
Shares Held
106
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,293
of 2,359 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, 2026Moisand Fitzgerald Tamayo, LLC holds $1,208,005 across 8 Utilities - Regulated Electric names. SO ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
4,893 | $571,355 | |
| 2 | NEE |
Nextera Energy Inc
|
4,850 | $425,684 | |
| 3 | DUK |
Duke Energy CORP
|
763 | $96,580 | |
| 4 | EVRG |
Evergy, Inc.
|
534 | $46,153 | |
| 5 | EXC |
Exelon Corp
|
656 | $30,582 | |
| 6 | CNP |
Centerpoint Energy Inc
|
315 | $13,872 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
168 | $13,634 | |
| 8 | SO |
Southern Co
This page
|
106 | $10,145 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,145 | 106 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,231 | 106 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,243 | 106 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $58,473 | 617 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $56,659 | 617 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $56,733 | 617 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $50,791 | 617 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $55,641 | 617 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $71,907 | 927 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $66,502 | 927 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $65,001 | 927 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $98,503 | 1,522 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $67,229 | 957 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $31,589 | 454 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $32,420 | 454 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $28,832 | 424 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $43,142 | 605 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $43,868 | 605 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $55,206 | 805 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $49,885 | 805 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $57,908 | 957 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $59,487 | 957 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $46,502 | 757 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $25,483 | 470 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $24,369 | 470 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $25,445 | 470 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||