Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,941,993
+$640,115 QoQ
Shares Held
93,428
+8.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#343
of 2,356 holders
Holding Since
Mar 2024
10 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, 2026Summit Financial, LLC holds $42,967,821 across 22 Utilities - Regulated Electric names. SO ranks #1 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
93,428 | $8,941,993 | |
| 2 | AEP |
American Electric Power Co Inc
|
57,632 | $7,884,633 | |
| 3 | NEE |
Nextera Energy Inc
|
71,299 | $6,257,913 | |
| 4 | PCG |
PG&E Corp
|
260,601 | $4,383,308 | |
| 5 | DUK |
Duke Energy CORP
|
23,201 | $2,936,782 | |
| 6 | EIX |
Edison International
|
20,342 | $1,514,461 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
12,616 | $1,473,170 | |
| 8 | ED |
Consolidated Edison Inc
|
10,521 | $1,163,938 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,941,993 | 93,428 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,301,878 | 86,012 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,406,244 | 84,934 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,111,364 | 85,590 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,942,284 | 86,489 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,375,677 | 80,214 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,747,229 | 57,668 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,615,863 | 51,185 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,957,388 | 51,017 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,288,019 | 17,954 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||