Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$401,982
-$3,402 QoQ
Shares Held
4,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,541
of 2,356 holders
Holding Since
Mar 2020
23 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, 2026Radnor Capital Management, LLC holds $6,381,764 across 9 Utilities - Regulated Electric names. SO ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,601 | $1,632,609 | |
| 2 | D |
Dominion Energy, Inc
|
18,230 | $1,244,926 | |
| 3 | EXC |
Exelon Corp
|
22,407 | $1,044,614 | |
| 4 | DUK |
Duke Energy CORP
|
5,926 | $750,113 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,789 | $655,183 | |
| 6 | SO |
Southern Co
This page
|
4,200 | $401,982 | |
| 7 | PPL |
PPL Corp
|
6,184 | $224,788 | |
| 8 | ED |
Consolidated Edison Inc
|
1,988 | $219,932 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,982 | 4,200 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $405,384 | 4,200 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $366,240 | 4,200 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $398,034 | 4,200 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $385,686 | 4,200 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $386,190 | 4,200 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $345,744 | 4,200 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $423,846 | 4,700 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $322,830 | 4,500 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $315,540 | 4,500 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $271,824 | 4,200 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $292,236 | 4,200 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $299,922 | 4,200 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $285,600 | 4,200 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $299,502 | 4,200 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $290,040 | 4,000 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $274,320 | 4,000 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $270,177 | 4,465 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $277,544 | 4,465 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $274,284 | 4,465 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $242,092 | 4,465 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $231,510 | 4,465 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $241,735 | 4,465 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||