Position in SO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$543,249
-$9,810 QoQ
Shares Held
5,676
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,351
of 2,356 holders
Holding Since
Dec 2024
7 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, 2026Investors Research Corp holds $2,156,480 across 10 Utilities - Regulated Electric names. SO ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
18,317 | $949,370 | |
| 2 | SO |
Southern Co
This page
|
5,676 | $543,249 | |
| 3 | D |
Dominion Energy, Inc
|
7,865 | $537,100 | |
| 4 | DUK |
Duke Energy CORP
|
600 | $75,948 | |
| 5 | NEE |
Nextera Energy Inc
|
311 | $27,296 | |
| 6 | ES |
Eversource Energy
|
156 | $11,274 | |
| 7 | AEP |
American Electric Power Co Inc
|
56 | $7,661 | |
| 8 | XEL |
Xcel Energy Inc
|
33 | $2,649 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,249 | 5,676 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $553,059 | 5,730 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $499,656 | 5,730 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $685,187 | 7,230 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $516,360 | 5,623 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $24,826 | 270 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,445 | 54 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||