Position in SO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$6,659,976
+$699,246 QoQ
Shares Held
69,001
+0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Jackson Hole Capital Partners, LLC holds $24,041,693 across 7 Utilities - Regulated Electric names. SO ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
69,001 | $6,659,976 | |
| 2 | DUK |
Duke Energy CORP
|
43,527 | $5,699,425 | |
| 3 | FE |
Firstenergy Corp
|
91,895 | $4,655,400 | |
| 4 | D |
Dominion Energy, Inc
|
64,093 | $3,962,229 | |
| 5 | AEP |
American Electric Power Co Inc
|
18,497 | $2,424,586 | |
| 6 | ETR |
Entergy Corp /De/
|
3,540 | $397,754 | |
| 7 | NEE |
Nextera Energy Inc
|
2,609 | $242,323 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,659,976 | 69,001 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,960,730 | 68,357 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,697,490 | 70,671 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,570,803 | 71,554 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,536,357 | 71,086 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,959,721 | 72,397 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,588,009 | 73,054 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,444,715 | 70,191 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,755,214 | 66,284 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $442,176 | 6,306 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $432,588 | 6,684 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $496,105 | 7,062 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $599,222 | 8,612 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $615,697 | 8,622 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $591,056 | 8,692 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $455,670 | 6,390 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $463,338 | 6,390 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $447,210 | 6,521 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $404,106 | 6,521 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $380,668 | 6,291 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $391,048 | 6,291 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $320,111 | 5,211 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $298,806 | 5,511 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $245,509 | 4,735 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $215,747 | 3,985 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||