Position in SO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$6,125
+$45 QoQ
Shares Held
64
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,309
of 2,360 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $1,864,767 across 7 Utilities - Regulated Electric names. SO ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
11,683 | $1,478,834 | |
| 2 | DTE |
Dte Energy Co
|
1,032 | $157,245 | |
| 3 | D |
Dominion Energy, Inc
|
1,663 | $113,566 | |
| 4 | XEL |
Xcel Energy Inc
|
831 | $66,729 | |
| 5 | AEP |
American Electric Power Co Inc
|
291 | $39,811 | |
| 6 | SO |
Southern Co
This page
|
64 | $6,125 | |
| 7 | NEE |
Nextera Energy Inc
|
28 | $2,457 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,125 | 64 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,080 | 63 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $5,493 | 63 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $5,970 | 63 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $5,693 | 62 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $5,700 | 62 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $5,021 | 61 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $5,500 | 61 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,731 | 61 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,376 | 61 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $4,207 | 60 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||