Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$479,985
-$9,660 QoQ
Shares Held
5,015
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,431
of 2,356 holders
Holding Since
Mar 2021
19 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, 2026Klingman & Associates, LLC holds $3,946,831 across 7 Utilities - Regulated Electric names. SO ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,203 | $1,597,677 | |
| 2 | ED |
Consolidated Edison Inc
|
6,711 | $742,437 | |
| 3 | SO |
Southern Co
This page
|
5,015 | $479,985 | |
| 4 | LNT |
Alliant Energy Corp
|
5,559 | $424,096 | |
| 5 | DUK |
Duke Energy CORP
|
2,237 | $283,159 | |
| 6 | CNP |
Centerpoint Energy Inc
|
4,772 | $210,158 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,530 | $209,319 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,985 | 5,015 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $489,645 | 5,073 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $456,579 | 5,236 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $434,615 | 4,586 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $377,513 | 4,111 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $360,627 | 3,922 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $316,026 | 3,839 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $326,541 | 3,621 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $278,243 | 3,587 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $269,814 | 3,761 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $263,721 | 3,761 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $241,211 | 3,727 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $396,350 | 5,642 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $392,639 | 5,643 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $403,038 | 5,644 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $371,552 | 5,464 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $386,642 | 5,422 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $395,469 | 5,454 | Shares | Sole | 2022-05-06 | |
| 2021-03-31 | $203,760 | 3,278 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||