Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$124,614
-$379 QoQ
Shares Held
1,302
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,095
of 2,356 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Steigerwald, Gordon & Koch Inc. holds $23,650,175 across 20 Utilities - Regulated Electric names. SO ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
248,810 | $21,838,053 | |
| 2 | DUK |
Duke Energy CORP
|
4,331 | $548,217 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
2,605 | $304,185 | |
| 4 | AEE |
Ameren Corp
|
1,800 | $203,472 | |
| 5 | D |
Dominion Energy, Inc
|
2,978 | $203,367 | |
| 6 | SO |
Southern Co
This page
|
1,302 | $124,614 | |
| 7 | EXC |
Exelon Corp
|
1,450 | $67,599 | |
| 8 | XEL |
Xcel Energy Inc
|
798 | $64,079 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,614 | 1,302 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $124,993 | 1,295 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $38,280 | 439 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $33,643 | 355 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||