Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,170,062
-$275,596 QoQ
Shares Held
54,018
-4.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#467
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026CHOREO, LLC holds $55,129,983 across 30 Utilities - Regulated Electric names. SO ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
109,444 | $9,605,899 | |
| 2 | DUK |
Duke Energy CORP
|
52,131 | $6,598,741 | |
| 3 | SO |
Southern Co
This page
|
54,018 | $5,170,062 | |
| 4 | LNT |
Alliant Energy Corp
|
56,581 | $4,316,564 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
47,429 | $3,849,337 | |
| 6 | AEP |
American Electric Power Co Inc
|
21,286 | $2,912,137 | |
| 7 | D |
Dominion Energy, Inc
|
34,244 | $2,338,522 | |
| 8 | NGG |
National Grid PLC
|
26,727 | $2,214,866 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,170,062 | 54,018 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,445,658 | 56,420 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,731,210 | 54,257 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,094,184 | 64,305 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,544,391 | 49,487 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,014,261 | 43,657 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,472,092 | 42,178 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,960,795 | 43,921 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,108,772 | 40,077 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,097,622 | 15,300 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,050,327 | 14,979 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $683,119 | 10,555 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $740,154 | 10,536 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $821,670 | 11,809 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $612,197 | 8,573 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $388,076 | 5,707 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $400,904 | 5,622 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $403,880 | 5,570 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $381,647 | 5,565 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $320,384 | 5,170 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $311,626 | 5,150 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $326,961 | 5,260 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $321,831 | 5,239 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $282,974 | 5,219 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $252,094 | 4,862 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $314,769 | 5,814 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||