Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$923,314
+$572,858 QoQ
Shares Held
9,647
+140.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,056
of 2,354 holders
Holding Since
Mar 2020
8 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, 2026Monument Capital Management holds $5,967,719 across 7 Utilities - Regulated Electric names. SO ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,996 | $1,367,552 | |
| 2 | ED |
Consolidated Edison Inc
|
12,243 | $1,354,443 | |
| 3 | SO |
Southern Co
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|
9,647 | $923,314 | |
| 4 | DUK |
Duke Energy CORP
|
7,137 | $903,401 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,572 | $650,642 | |
| 6 | NEE |
Nextera Energy Inc
|
6,019 | $528,287 | |
| 7 | ES |
Eversource Energy
|
3,322 | $240,080 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,314 | 9,647 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $350,456 | 4,019 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $380,880 | 4,019 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $372,737 | 4,059 | Shares | Sole | 2025-07-24 | |
| 2022-06-30 | $221,702 | 3,109 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $233,482 | 3,220 | Shares | Sole | 2022-04-14 | |
| 2020-06-30 | $2,292,807 | 44,220 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,494,121 | 46,068 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||