Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$605,461
-$27,999 QoQ
Shares Held
6,326
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,295
of 2,354 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cooper Financial Group holds $3,887,595 across 7 Utilities - Regulated Electric names. SO ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,481 | $1,095,457 | |
| 2 | EXC |
Exelon Corp
|
13,161 | $613,565 | |
| 3 | SO |
Southern Co
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|
6,326 | $605,461 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,744 | $512,216 | |
| 5 | DUK |
Duke Energy CORP
|
3,392 | $429,359 | |
| 6 | ED |
Consolidated Edison Inc
|
3,730 | $412,649 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,697 | $218,888 |
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,461 | 6,326 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $633,460 | 6,563 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $572,904 | 6,570 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $666,422 | 7,032 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $454,833 | 4,953 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $365,593 | 3,976 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $299,562 | 3,639 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $324,828 | 3,602 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $250,395 | 3,228 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $307,908 | 4,292 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $301,305 | 4,297 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $291,110 | 4,498 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $656,626 | 9,347 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $654,399 | 9,405 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $773,370 | 10,830 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $864,484 | 12,713 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $984,648 | 13,808 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $909,637 | 12,545 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $280,217 | 4,086 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $252,961 | 4,082 | Shares | Sole | 2021-10-06 | |
| 2020-12-31 | $236,505 | 3,850 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $322,337 | 5,945 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $230,888 | 4,453 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||