Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,645,137
-$56,940 QoQ
Shares Held
27,637
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#655
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, 2026Vectors Research Management, LLC holds $12,635,137 across 6 Utilities - Regulated Electric names. SO ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
21,279 | $2,911,179 | |
| 2 | SO |
Southern Co
This page
|
27,637 | $2,645,137 | |
| 3 | DUK |
Duke Energy CORP
|
20,667 | $2,616,028 | |
| 4 | D |
Dominion Energy, Inc
|
31,374 | $2,142,530 | |
| 5 | NEE |
Nextera Energy Inc
|
23,891 | $2,096,913 | |
| 6 | EIX |
Edison International
|
3,000 | $223,350 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,645,137 | 27,637 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,702,077 | 27,995 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,434,449 | 27,918 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,590,253 | 27,332 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,452,228 | 26,704 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,475,845 | 26,926 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,157,360 | 26,207 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,236,464 | 24,800 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,745,790 | 22,506 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,659,704 | 23,135 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,285,701 | 32,597 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,878 | 32,917 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,309,749 | 32,879 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,993,888 | 43,028 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,386,690 | 47,426 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,081,012 | 45,309 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,126,515 | 43,844 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,297,899 | 45,482 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,705,481 | 39,450 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,249,325 | 36,297 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,048,929 | 33,861 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,784,800 | 28,713 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,777,661 | 28,938 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,427,016 | 26,319 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,183,891 | 22,833 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $439,725 | 8,122 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||