Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$763,287
-$6,460 QoQ
Shares Held
7,975
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,172
of 2,354 holders
Holding Since
Mar 2020
26 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, 2026Successful Portfolios LLC holds $4,894,249 across 7 Utilities - Regulated Electric names. SO ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
15,407 | $1,950,218 | |
| 2 | NEE |
Nextera Energy Inc
|
11,648 | $1,022,344 | |
| 3 | SO |
Southern Co
This page
|
7,975 | $763,287 | |
| 4 | ETR |
Entergy Corp /De/
|
2,881 | $330,911 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,732 | $319,015 | |
| 6 | PPL |
PPL Corp
|
7,264 | $264,046 | |
| 7 | EXC |
Exelon Corp
|
5,243 | $244,428 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,287 | 7,975 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $769,747 | 7,975 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $801,891 | 9,196 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $778,914 | 8,219 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $763,566 | 8,315 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $764,472 | 8,314 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $684,408 | 8,314 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $749,666 | 8,313 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $645,615 | 8,323 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $636,190 | 8,868 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $665,579 | 9,492 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $574,843 | 8,882 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $623,539 | 8,876 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $625,732 | 8,993 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $737,593 | 10,329 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $707,336 | 10,402 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $742,978 | 10,419 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $755,844 | 10,424 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $709,734 | 10,349 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $641,327 | 10,349 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $626,217 | 10,349 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $640,185 | 10,299 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $579,776 | 9,438 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $514,059 | 9,481 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $492,367 | 9,496 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $513,355 | 9,482 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||