Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$642,117
+$236,812 QoQ
Shares Held
6,709
+44.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,257
of 2,356 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 43%
Shared 57%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cynosure Group, LLC holds $8,956,707 across 14 Utilities - Regulated Electric names. SO ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
7,743 | $669,226 | |
| 2 | LNT |
Alliant Energy Corp
|
8,703 | $663,950 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
6,144 | $657,408 | |
| 4 | IDA |
Idacorp Inc
|
4,323 | $654,068 | |
| 5 | CNP |
Centerpoint Energy Inc
|
14,757 | $649,897 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,530 | $645,736 | |
| 7 | SO |
Southern Co
This page
|
6,709 | $642,117 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,666 | $638,354 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,117 | 6,709 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $405,305 | 4,648 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||