Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$470,127
-$4,365 QoQ
Shares Held
4,912
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,447
of 2,356 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, 2026Truvestments Capital LLC holds $13,339,411 across 22 Utilities - Regulated Electric names. SO ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,562 | $6,544,306 | |
| 2 | D |
Dominion Energy, Inc
|
35,597 | $2,430,919 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,885 | $2,036,416 | |
| 4 | DUK |
Duke Energy CORP
|
4,392 | $555,939 | |
| 5 | SO |
Southern Co
This page
|
4,912 | $470,127 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
4,320 | $462,240 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,313 | $268,883 | |
| 8 | ETR |
Entergy Corp /De/
|
833 | $95,678 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,127 | 4,912 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $474,492 | 4,916 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $396,411 | 4,546 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $428,644 | 4,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $399,552 | 4,351 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $407,890 | 4,436 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $249,347 | 3,029 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $271,531 | 3,011 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $224,022 | 2,888 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $216,726 | 3,021 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $246,401 | 3,514 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $129,569 | 2,002 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $140,500 | 2,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $138,325 | 1,988 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $161,815 | 2,266 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $203,796 | 2,997 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $212,432 | 2,979 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $223,185 | 3,078 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $202,996 | 2,960 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $182,191 | 2,940 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $177,778 | 2,938 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $284,940 | 4,584 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $228,396 | 3,718 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $79,106 | 1,459 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $539,187 | 10,399 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $679,402 | 12,549 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||