Patriot Financial Group Insurance Agency, LLC
InsurancePosition in SO — Southern Co
CIK 1694883
Westborough, MA
Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$951,644
+$357,467 QoQ
Shares Held
9,943
+61.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,046
of 2,360 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $10,684,989 across 11 Utilities - Regulated Electric names. SO ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,429 | $1,968,593 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,231 | $1,536,513 | |
| 3 | DUK |
Duke Energy CORP
|
10,020 | $1,268,331 | |
| 4 | ETR |
Entergy Corp /De/
|
10,146 | $1,165,369 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
9,188 | $1,072,882 | |
| 6 | SO |
Southern Co
This page
|
9,943 | $951,644 | |
| 7 | EIX |
Edison International
|
11,893 | $885,433 | |
| 8 | D |
Dominion Energy, Inc
|
12,543 | $856,561 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951,644 | 9,943 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $594,177 | 6,156 | Shares | Sole | 2026-04-22 | |
| 2023-03-31 | $208,183 | 2,992 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $210,588 | 2,949 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $200,260 | 2,945 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $209,865 | 2,943 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $220,937 | 3,047 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $191,749 | 2,796 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $173,144 | 2,794 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $162,953 | 2,693 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $167,272 | 2,691 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $58,911 | 959 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $49,069 | 905 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $46,561 | 898 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $51,541 | 952 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||