Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$784,056
+$3,017 QoQ
Shares Held
8,192
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,159
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026GABLES CAPITAL MANAGEMENT INC. holds $2,948,668 across 11 Utilities - Regulated Electric names. SO ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
9,954 | $1,259,977 | |
| 2 | SO |
Southern Co
This page
|
8,192 | $784,056 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,668 | $501,819 | |
| 4 | NEE |
Nextera Energy Inc
|
2,335 | $204,942 | |
| 5 | AEE |
Ameren Corp
|
455 | $51,433 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
600 | $48,696 | |
| 7 | ED |
Consolidated Edison Inc
|
400 | $44,252 | |
| 8 | EXC |
Exelon Corp
|
400 | $18,648 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,056 | 8,192 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $781,039 | 8,092 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $749,222 | 8,592 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $814,263 | 8,592 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $784,411 | 8,542 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $817,987 | 8,896 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $732,318 | 8,896 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $793,223 | 8,796 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $682,305 | 8,796 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $631,025 | 8,796 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $586,974 | 8,371 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $543,389 | 8,396 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $571,202 | 8,131 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $558,796 | 8,031 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $573,493 | 8,031 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $559,708 | 8,231 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $586,952 | 8,231 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $596,829 | 8,231 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $564,481 | 8,231 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $510,075 | 8,231 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $498,057 | 8,231 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $627,567 | 10,096 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $607,911 | 9,896 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $536,561 | 9,896 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $507,922 | 9,796 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $501,931 | 9,271 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||