Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$205,680
-$55,503 QoQ
Shares Held
2,149
-20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,032
of 2,359 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CRA Financial Services, LLC holds $5,147,447 across 7 Utilities - Regulated Electric names. SO ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,334 | $2,486,875 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
13,158 | $1,067,903 | |
| 3 | DUK |
Duke Energy CORP
|
3,488 | $441,511 | |
| 4 | PPL |
PPL Corp
|
10,566 | $384,074 | |
| 5 | EXC |
Exelon Corp
|
6,308 | $294,078 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,954 | $267,326 | |
| 7 | SO |
Southern Co
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|
2,149 | $205,680 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,680 | 2,149 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $261,183 | 2,706 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $238,317 | 2,733 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $273,221 | 2,883 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $256,848 | 2,797 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $275,758 | 2,999 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $246,877 | 2,999 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $270,449 | 2,999 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $232,632 | 2,999 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $215,148 | 2,999 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $210,289 | 2,999 | Shares | Sole | 2024-02-01 | |
| 2023-06-30 | $207,237 | 2,950 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $205,261 | 2,950 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $210,659 | 2,950 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $215,356 | 3,167 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $230,830 | 3,237 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $234,714 | 3,237 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $221,993 | 3,237 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $200,596 | 3,237 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||