Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,006,677
+$62,422 QoQ
Shares Held
10,518
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,014
of 2,359 holders
Holding Since
Sep 2025
4 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, 2026Krilogy Financial LLC holds $26,445,803 across 17 Utilities - Regulated Electric names. SO ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
77,855 | $8,800,729 | |
| 2 | EIX |
Edison International
|
53,171 | $3,958,580 | |
| 3 | PCG |
PG&E Corp
|
200,332 | $3,369,584 | |
| 4 | NEE |
Nextera Energy Inc
|
24,664 | $2,164,759 | |
| 5 | ES |
Eversource Energy
|
22,043 | $1,593,047 | |
| 6 | ED |
Consolidated Edison Inc
|
12,897 | $1,426,795 | |
| 7 | SO |
Southern Co
This page
|
10,518 | $1,006,677 | |
| 8 | EVRG |
Evergy, Inc.
|
6,580 | $568,709 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,677 | 10,518 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $944,255 | 9,783 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $757,593 | 8,688 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $863,923 | 9,116 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||