Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,886,165
+$273,141 QoQ
Shares Held
61,500
+5.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#445
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Csenge Advisory Group holds $21,329,825 across 16 Utilities - Regulated Electric names. SO ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
55,255 | $6,994,177 | |
| 2 | SO |
Southern Co
This page
|
61,500 | $5,886,165 | |
| 3 | ETR |
Entergy Corp /De/
|
9,079 | $1,042,813 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,446 | $1,018,687 | |
| 5 | NEE |
Nextera Energy Inc
|
11,360 | $997,067 | |
| 6 | D |
Dominion Energy, Inc
|
12,735 | $869,673 | |
| 7 | EIX |
Edison International
|
10,092 | $751,349 | |
| 8 | ES |
Eversource Energy
|
9,724 | $702,753 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,886,165 | 61,500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,613,024 | 58,154 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,952,698 | 56,797 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,303,897 | 55,966 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,901,518 | 53,376 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,940,841 | 53,734 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,684,090 | 56,901 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,128,716 | 56,872 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,757,878 | 48,445 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,204,912 | 44,674 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,179,100 | 45,338 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,994,141 | 46,263 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,226,442 | 45,928 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,131,934 | 45,012 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,460,100 | 48,454 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,394,492 | 49,919 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $3,270,704 | 45,866 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,944,631 | 40,610 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,821,175 | 41,137 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,606,768 | 42,065 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,489,199 | 41,137 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,365,809 | 38,060 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $4,306,058 | 70,097 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,706,987 | 49,926 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,659,853 | 51,299 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $868,189 | 16,036 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||