Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,253,948
-$7,945 QoQ
Shares Held
33,998
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#586
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026Lantz Financial LLC holds $13,145,695 across 10 Utilities - Regulated Electric names. SO ranks #1 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
33,998 | $3,253,948 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
26,829 | $3,132,822 | |
| 3 | ETR |
Entergy Corp /De/
|
20,920 | $2,402,871 | |
| 4 | NEE |
Nextera Energy Inc
|
14,724 | $1,292,325 | |
| 5 | DUK |
Duke Energy CORP
|
7,442 | $942,008 | |
| 6 | NGG |
National Grid PLC
|
6,896 | $571,471 | |
| 7 | FE |
Firstenergy Corp
|
11,132 | $529,215 | |
| 8 | EXC |
Exelon Corp
|
10,057 | $468,857 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,253,948 | 33,998 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,261,893 | 33,795 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,956,254 | 33,902 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,237,627 | 34,163 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,097,058 | 33,726 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,170,344 | 34,479 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,913,551 | 35,393 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,186,871 | 35,339 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,818,738 | 36,338 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,644,766 | 36,866 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,586,306 | 36,884 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,534,758 | 39,165 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,797,003 | 39,815 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,801,360 | 40,261 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,876,966 | 40,288 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,707,692 | 39,819 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,834,215 | 39,745 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,900,980 | 40,008 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,612,692 | 38,097 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,295,740 | 37,046 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,184,532 | 36,102 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $2,215,382 | 35,640 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,100,721 | 34,197 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,867,499 | 34,443 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,745,219 | 33,659 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,845,361 | 34,085 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||