Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,529,924
-$22,214 QoQ
Shares Held
15,985
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#852
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, 2026Cornell Pochily Investment Advisors, Inc. holds $8,865,846 across 8 Utilities - Regulated Electric names. SO ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
16,760 | $2,121,480 | |
| 2 | SO |
Southern Co
This page
|
15,985 | $1,529,924 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
12,167 | $1,420,740 | |
| 4 | NEE |
Nextera Energy Inc
|
13,119 | $1,151,454 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
9,703 | $787,495 | |
| 6 | ED |
Consolidated Edison Inc
|
6,384 | $706,261 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,832 | $661,065 | |
| 8 | FE |
Firstenergy Corp
|
10,253 | $487,427 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,529,924 | 15,985 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,552,138 | 16,081 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,421,796 | 16,305 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,551,290 | 16,369 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,515,286 | 16,501 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,590,918 | 17,302 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,494,190 | 18,151 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,568,771 | 17,396 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,349,019 | 17,391 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,157,955 | 16,141 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,121,709 | 15,997 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,046,651 | 16,172 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,144,161 | 16,287 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,142,225 | 16,416 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,155,628 | 16,183 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,099,152 | 16,164 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,209,845 | 16,966 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,260,658 | 17,386 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,199,807 | 17,495 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,056,898 | 17,055 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,030,243 | 17,026 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,069,089 | 17,199 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,076,253 | 17,520 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $961,266 | 17,729 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $915,256 | 17,652 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $948,424 | 17,518 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||