Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,392,706
+$29,063 QoQ
Shares Held
25,025
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#699
of 2,359 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. SO ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
This page
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $2,636 | 53 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $2,390,070 | 24,972 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $2,363,643 | 27,106 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,156,396 | 22,754 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,933,113 | 21,051 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,696,368 | 20,607 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,738,219 | 19,275 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,358,405 | 17,512 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,120,291 | 15,616 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,041,702 | 14,856 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $908,474 | 14,037 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,155,261 | 16,445 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,857,577 | 26,697 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,723,266 | 24,132 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,504,772 | 22,129 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $821,705 | 11,523 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $802,323 | 11,065 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $615,919 | 9,939 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $565,465 | 9,345 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $509,774 | 8,201 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $460,233 | 7,492 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $402,366 | 7,421 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $389,030 | 7,503 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $310,113 | 5,728 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||