Position in SO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$104,917
+$1,411 QoQ
Shares Held
1,087
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,350,910 across 9 Utilities - Regulated Electric names. SO ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,970 | $554,493 | |
| 2 | XEL |
Xcel Energy Inc
|
4,652 | $369,554 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
1,085 | $109,313 | |
| 4 | D |
Dominion Energy, Inc
|
1,757 | $108,617 | |
| 5 | SO |
Southern Co
This page
|
1,087 | $104,917 | |
| 6 | ED |
Consolidated Edison Inc
|
600 | $67,908 | |
| 7 | DUK |
Duke Energy CORP
|
134 | $17,545 | |
| 8 | EIX |
Edison International
|
200 | $14,636 |
All Filings in SO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,917 | 1,087 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $103,506 | 1,187 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $115,714 | 1,221 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $110,983 | 1,207 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $1,163 | 15 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 SOJD | $413 | 18 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 SOJE | $483 | 24 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $86,303 | 1,203 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $84,354 | 1,203 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $18,430 | 285 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $5,970 | 85 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $5,070 | 71 | Shares | Sole | 2023-02-15 | |
| 2021-12-31 | $21,808 | 318 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $19,706 | 318 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,242 | 318 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $19,766 | 318 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,534 | 318 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $19,598 | 362 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||