Position in SO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,031,157
-$193,242 QoQ
Shares Held
21,222
-7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#756
of 2,356 holders
Holding Since
Mar 2020
25 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, 2026CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. SO ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
16,824 | $2,301,691 | |
| 2 | SO |
Southern Co
This page
|
21,222 | $2,031,157 | |
| 3 | NEE |
Nextera Energy Inc
|
21,432 | $1,881,086 | |
| 4 | DUK |
Duke Energy CORP
|
7,220 | $913,907 | |
| 5 | PPL |
PPL Corp
|
19,600 | $712,460 | |
| 6 | DTE |
Dte Energy Co
|
4,465 | $680,332 | |
| 7 | XEL |
Xcel Energy Inc
|
7,595 | $609,878 | |
| 8 | D |
Dominion Energy, Inc
|
8,094 | $552,739 |
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,031,157 | 21,222 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,224,399 | 23,046 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $2,045,101 | 23,453 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,394,837 | 25,270 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $769,259 | 8,377 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $745,622 | 8,109 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $615,342 | 7,475 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $579,406 | 6,425 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $492,957 | 6,355 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $443,281 | 6,179 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $446,664 | 6,370 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $459,317 | 7,097 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $506,081 | 7,204 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $484,485 | 6,963 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $438,600 | 6,142 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $225,692 | 3,319 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $244,165 | 3,424 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $208,248 | 2,872 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $149,967 | 2,420 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $114,363 | 1,890 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $104,118 | 1,675 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $91,100 | 1,483 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $153,388 | 2,829 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,663,244 | 32,078 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,302,770 | 24,063 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||