Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$397,005
-$7,027 QoQ
Shares Held
4,148
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,552
of 2,359 holders
Holding Since
Jun 2020
24 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, 2026Virtue Capital Management, LLC holds $2,202,603 across 6 Utilities - Regulated Electric names. SO ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,304 | $588,830 | |
| 2 | SO |
Southern Co
This page
|
4,148 | $397,005 | |
| 3 | DUK |
Duke Energy CORP
|
3,106 | $393,157 | |
| 4 | EIX |
Edison International
|
4,953 | $368,750 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
2,855 | $231,711 | |
| 6 | CNP |
Centerpoint Energy Inc
|
5,067 | $223,150 |
All Filings in SO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,005 | 4,148 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $404,032 | 4,186 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $329,180 | 3,775 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,214,572 | 12,816 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $377,329 | 4,109 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $460,669 | 5,010 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $383,858 | 4,663 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $436,741 | 4,843 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $455,413 | 5,871 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $456,912 | 6,369 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $656,673 | 9,365 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $733,665 | 11,336 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $796,354 | 11,336 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $793,490 | 11,404 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $860,062 | 12,044 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $211,276 | 3,107 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $804,353 | 11,093 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $574,220 | 8,373 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $521,725 | 8,419 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $520,567 | 8,603 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $642,361 | 10,334 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $642,742 | 10,463 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $840,572 | 15,503 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,166,106 | 22,490 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||