Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$869,238
+$462 QoQ
Shares Held
9,082
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,095
of 2,360 holders
Holding Since
Dec 2020
17 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, 2026Pinion Investment Advisors, LLC holds $4,929,050 across 9 Utilities - Regulated Electric names. SO ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,647 | $1,461,107 | |
| 2 | SO |
Southern Co
This page
|
9,082 | $869,238 | |
| 3 | DTE |
Dte Energy Co
|
5,085 | $774,801 | |
| 4 | OGE |
Oge Energy Corp.
|
9,628 | $468,498 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,701 | $369,523 | |
| 6 | EVRG |
Evergy, Inc.
|
3,432 | $296,627 | |
| 7 | ETR |
Entergy Corp /De/
|
2,411 | $276,927 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
2,571 | $208,662 |
All Filings in SO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,238 | 9,082 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $868,776 | 9,001 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $834,068 | 9,565 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $789,907 | 8,335 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $713,335 | 7,768 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $707,095 | 7,690 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $540,348 | 6,564 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $587,793 | 6,518 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $457,275 | 5,895 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $403,680 | 5,627 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $331,948 | 4,734 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $264,510 | 4,087 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $252,057 | 3,588 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $324,173 | 4,659 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $275,785 | 3,862 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $203,592 | 2,994 | Shares | Sole | 2022-11-14 | |
| 2020-12-31 | $213,100 | 3,469 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||