Position in SO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,335,257
+$148,029 QoQ
Shares Held
13,834
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $7,985,869 across 12 Utilities - Regulated Electric names. SO ranks #1 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
13,834 | $1,335,257 | |
| 2 | D |
Dominion Energy, Inc
|
21,031 | $1,300,136 | |
| 3 | NEE |
Nextera Energy Inc
|
11,455 | $1,063,940 | |
| 4 | DUK |
Duke Energy CORP
|
5,223 | $683,899 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
8,315 | $673,099 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,326 | $567,052 | |
| 7 | XEL |
Xcel Energy Inc
|
7,082 | $562,594 | |
| 8 | PPL |
PPL Corp
|
13,395 | $511,689 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,335,257 | 13,834 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,187,228 | 13,615 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,347,345 | 14,217 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,277,814 | 13,915 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,276,266 | 13,880 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,138,238 | 13,827 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,297,690 | 14,390 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,111,190 | 14,325 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,015,049 | 14,149 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,047,662 | 14,941 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $963,939 | 14,894 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,045,039 | 14,876 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,027,835 | 14,772 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,042,086 | 14,593 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,086,708 | 15,981 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $1,241,079 | 17,404 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,271,462 | 17,535 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,073,825 | 15,658 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,017,733 | 16,423 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $994,784 | 16,440 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $1,020,169 | 16,412 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $1,025,389 | 16,692 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $886,930 | 16,358 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $849,043 | 16,375 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $940,574 | 17,373 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||