Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$434,427
-$3,677 QoQ
Shares Held
4,539
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,495
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Bedel Financial Consulting, Inc. holds $3,696,670 across 8 Utilities - Regulated Electric names. SO ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,182 | $805,904 | |
| 2 | DUK |
Duke Energy CORP
|
4,834 | $611,887 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,867 | $529,044 | |
| 4 | SO |
Southern Co
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|
4,539 | $434,427 | |
| 5 | FE |
Firstenergy Corp
|
9,014 | $428,525 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
3,690 | $394,830 | |
| 7 | EVRG |
Evergy, Inc.
|
3,022 | $261,191 | |
| 8 | EXC |
Exelon Corp
|
4,952 | $230,862 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,427 | 4,539 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $438,104 | 4,539 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $395,800 | 4,539 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $386,661 | 4,080 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $374,666 | 4,080 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $375,156 | 4,080 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $335,865 | 4,080 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $370,008 | 4,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $361,476 | 4,660 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $334,308 | 4,660 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $326,759 | 4,660 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $293,116 | 4,529 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $318,162 | 4,529 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $315,127 | 4,529 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $323,415 | 4,529 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $365,772 | 5,379 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $419,231 | 5,879 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $340,506 | 4,696 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $325,069 | 4,740 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $291,011 | 4,696 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $284,154 | 4,696 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $291,903 | 4,696 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $277,847 | 4,523 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $245,237 | 4,523 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $234,517 | 4,523 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $273,569 | 5,053 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||