Position in SO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$380,638
+$41,051 QoQ
Shares Held
3,977
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,574
of 2,356 holders
Holding Since
Dec 2020
15 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, 2026Proficio Capital Partners LLC holds $6,308,502 across 14 Utilities - Regulated Electric names. SO ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,519 | $1,362,102 | |
| 2 | EIX |
Edison International
|
11,312 | $842,178 | |
| 3 | PCG |
PG&E Corp
|
37,017 | $622,625 | |
| 4 | ES |
Eversource Energy
|
6,625 | $478,788 | |
| 5 | ETR |
Entergy Corp /De/
|
3,881 | $445,771 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,012 | $412,071 | |
| 7 | SO |
Southern Co
This page
|
3,977 | $380,638 | |
| 8 | DUK |
Duke Energy CORP
|
2,698 | $341,512 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,638 | 3,977 | Shares | Sole | 2026-08-17 | |
| 2025-06-30 | $339,587 | 3,698 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $330,928 | 3,599 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $291,989 | 3,547 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $204,257 | 2,265 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $242,018 | 3,120 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $281,507 | 3,924 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $272,135 | 3,881 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $277,001 | 4,280 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $295,471 | 4,206 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $283,399 | 4,073 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $267,073 | 3,740 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $207,934 | 3,032 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $211,344 | 3,400 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $239,884 | 3,905 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||