Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$738,019
-$82,111 QoQ
Shares Held
7,711
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,190
of 2,360 holders
Holding Since
Mar 2020
24 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, 2026Probity Advisors, Inc. holds $6,982,896 across 9 Utilities - Regulated Electric names. SO ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
13,728 | $1,878,127 | |
| 2 | DTE |
Dte Energy Co
|
6,804 | $1,036,725 | |
| 3 | EIX |
Edison International
|
11,475 | $854,313 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
7,919 | $847,333 | |
| 5 | SO |
Southern Co
This page
|
7,711 | $738,019 | |
| 6 | DUK |
Duke Energy CORP
|
4,869 | $616,318 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,236 | $424,953 | |
| 8 | EVRG |
Evergy, Inc.
|
4,097 | $354,103 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,019 | 7,711 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $820,130 | 8,497 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $408,096 | 4,680 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $464,562 | 4,902 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $495,882 | 5,400 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $542,505 | 5,900 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $502,152 | 6,100 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $559,116 | 6,200 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $511,962 | 6,600 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $473,484 | 6,600 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $462,792 | 6,600 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $440,096 | 6,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $498,775 | 7,100 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $532,861 | 7,462 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $507,416 | 7,462 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $532,115 | 7,462 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $579,499 | 7,992 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $551,520 | 8,042 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $498,362 | 8,042 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $486,621 | 8,042 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $499,890 | 8,042 | Shares | Sole | 2021-04-28 | |
| 2020-09-30 | $441,459 | 8,142 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $422,162 | 8,142 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $440,807 | 8,142 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||