Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$298,902
+$14,844 QoQ
Shares Held
3,123
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,733
of 2,375 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 63%
Shared 25%
None 12%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Gryphon Financial Partners LLC holds $9,931,415 across 7 Utilities - Regulated Electric names. SO ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
31,830 | $4,354,662 | |
| 2 | NEE |
Nextera Energy Inc
|
37,448 | $3,286,810 | |
| 3 | DUK |
Duke Energy CORP
|
8,787 | $1,112,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
3,237 | $377,984 | |
| 5 | KEP |
Korea Electric Power Corp
|
24,848 | $300,660 | |
| 6 | SO |
Southern Co
This page
|
3,123 | $298,902 | |
| 7 | EXC |
Exelon Corp
|
4,293 | $200,139 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,902 | 3,123 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||