Position in SO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$284,058
+$53,589 QoQ
Shares Held
2,943
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 60%
Shared 26%
None 13%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Gryphon Financial Partners LLC holds $9,096,040 across 6 Utilities - Regulated Electric names. SO ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
30,923 | $4,053,386 | |
| 2 | NEE |
Nextera Energy Inc
|
33,714 | $3,131,356 | |
| 3 | DUK |
Duke Energy CORP
|
7,309 | $957,040 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
3,056 | $353,793 | |
| 5 | KEP |
Korea Electric Power Corp
|
22,204 | $316,407 | |
| 6 | SO |
Southern Co
This page
|
2,943 | $284,058 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $284,058 | 2,943 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $230,469 | 2,643 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $245,454 | 2,590 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $271,264 | 2,954 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $277,411 | 3,017 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $236,256 | 2,870 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $280,820 | 3,114 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $237,208 | 3,058 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $234,269 | 3,341 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $186,878 | 2,617 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||