Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$221,185
-$328 QoQ
Shares Held
2,311
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,970
of 2,360 holders
Holding Since
Mar 2020
25 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, 2026Jackson, Grant Investment Advisers, Inc. holds $1,499,849 across 9 Utilities - Regulated Electric names. SO ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,926 | $432,355 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,655 | $363,230 | |
| 3 | SO |
Southern Co
This page
|
2,311 | $221,185 | |
| 4 | XEL |
Xcel Energy Inc
|
2,376 | $190,792 | |
| 5 | ED |
Consolidated Edison Inc
|
1,357 | $150,124 | |
| 6 | DUK |
Duke Energy CORP
|
636 | $80,504 | |
| 7 | EXC |
Exelon Corp
|
817 | $38,088 | |
| 8 | CNP |
Centerpoint Energy Inc
|
300 | $13,212 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,185 | 2,311 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $221,513 | 2,295 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $198,816 | 2,280 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $195,510 | 2,063 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $188,067 | 2,048 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $186,842 | 2,032 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $166,039 | 2,017 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $180,540 | 2,002 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $154,131 | 1,987 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $141,327 | 1,970 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $136,804 | 1,951 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $125,168 | 1,934 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $134,599 | 1,916 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $132,062 | 1,898 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $129,323 | 1,811 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $121,924 | 1,793 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $126,789 | 1,778 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $127,835 | 1,763 | Shares | Sole | 2022-04-28 | |
| 2021-09-30 | $107,084 | 1,728 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $103,593 | 1,712 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $105,361 | 1,695 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $103,018 | 1,677 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $90,059 | 1,661 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $85,137 | 1,642 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $87,977 | 1,625 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||