Position in SO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$313,690
-$65,630 QoQ
Shares Held
3,250
-25.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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, 2026Flaharty Asset Management, LLC holds $199,413 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,272 | $199,413 |
All Filings in SO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,690 | 3,250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $379,320 | 4,350 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $412,249 | 4,350 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $399,460 | 4,350 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $399,982 | 4,350 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $391,102 | 4,751 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $428,445 | 4,751 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $314,236 | 4,051 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $261,851 | 3,650 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $255,938 | 3,650 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $236,228 | 3,650 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $256,412 | 3,650 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $386,169 | 5,550 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $396,325 | 5,550 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $377,400 | 5,550 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $231,757 | 3,250 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||