Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,822,414
+$75,982 QoQ
Shares Held
19,041
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#789
of 2,356 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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. SO ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
This page
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,822,414 | 19,041 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,746,432 | 18,094 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,373,225 | 15,748 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,560,008 | 16,461 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,064,768 | 11,595 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,050,528 | 11,425 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $839,170 | 10,194 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $709,806 | 7,871 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $271,339 | 3,498 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $96,418 | 1,344 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $69,699 | 994 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $44,592 | 689 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $29,786 | 424 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $33,746 | 485 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $57,627 | 807 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $54,876 | 807 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $57,547 | 807 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $58,515 | 807 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $55,344 | 807 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $50,009 | 807 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $48,771 | 806 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $45,936 | 739 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,395 | 39 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $596 | 11 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $11,666 | 225 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $12,181 | 225 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||