Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,311,035
-$12,157 QoQ
Shares Held
13,698
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#895
of 2,354 holders
Holding Since
Mar 2020
25 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, 2026Keystone Financial Group holds $8,532,558 across 10 Utilities - Regulated Electric names. SO ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,585 | $1,593,009 | |
| 2 | D |
Dominion Energy, Inc
|
22,438 | $1,532,291 | |
| 3 | NEE |
Nextera Energy Inc
|
16,772 | $1,472,078 | |
| 4 | SO |
Southern Co
This page
|
13,698 | $1,311,035 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,331 | $1,002,954 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,609 | $538,192 | |
| 7 | EVRG |
Evergy, Inc.
|
4,342 | $375,279 | |
| 8 | FE |
Firstenergy Corp
|
5,579 | $265,225 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,035 | 13,698 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,323,192 | 13,709 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,144,151 | 13,121 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,171,072 | 12,357 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,159,261 | 12,624 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,159,213 | 12,607 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,073,617 | 13,042 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $992,250 | 11,003 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $545,627 | 7,034 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $494,288 | 6,890 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $398,071 | 5,677 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $407,930 | 6,303 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $429,789 | 6,118 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $420,319 | 5,886 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $393,992 | 5,794 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $401,190 | 5,626 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $401,342 | 5,535 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $373,212 | 5,442 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $372,005 | 6,003 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $381,213 | 6,300 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $389,743 | 6,270 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $277,233 | 4,513 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $254,454 | 4,693 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $229,021 | 4,417 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $229,986 | 4,248 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||