Position in SO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$14,930
+$6,244 QoQ
Shares Held
156
+73.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,278
of 2,360 holders
Holding Since
Jun 2021
21 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, 2026West Branch Capital LLC holds $350,159 across 9 Utilities - Regulated Electric names. SO ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,331 | $168,477 | |
| 2 | NEE |
Nextera Energy Inc
|
850 | $74,604 | |
| 3 | ED |
Consolidated Edison Inc
|
450 | $49,783 | |
| 4 | ES |
Eversource Energy
|
478 | $34,545 | |
| 5 | SO |
Southern Co
This page
|
156 | $14,930 | |
| 6 | AEP |
American Electric Power Co Inc
|
50 | $6,840 | |
| 7 | D |
Dominion Energy, Inc
|
6 | $409 | |
| 8 | EVRG |
Evergy, Inc.
|
4 | $345 |
All Filings in SO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,930 | 156 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,686 | 90 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $17,876 | 205 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $22,270 | 235 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $43,435 | 473 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $56,641 | 616 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $41,242 | 501 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $45,180 | 501 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $28,856 | 372 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $26,687 | 372 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $54,974 | 784 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $57,018 | 881 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $61,890 | 881 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $61,299 | 881 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $67,268 | 942 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $64,056 | 942 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $67,174 | 942 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $63,881 | 881 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $70,088 | 1,022 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $57,136 | 922 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $55,790 | 922 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||