Position in SO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$293,542
-$9,723 QoQ
Shares Held
3,067
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,730
of 2,354 holders
Holding Since
Mar 2023
10 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 Jun 30, 2026Nalls Sherbakoff Group, LLC holds $980,579 across 7 Utilities - Regulated Electric names. SO ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,861 | $362,145 | |
| 2 | SO |
Southern Co
This page
|
3,067 | $293,542 | |
| 3 | D |
Dominion Energy, Inc
|
3,600 | $245,844 | |
| 4 | NEE |
Nextera Energy Inc
|
664 | $58,279 | |
| 5 | AEE |
Ameren Corp
|
100 | $11,304 | |
| 6 | ED |
Consolidated Edison Inc
|
46 | $5,088 | |
| 7 | AEP |
American Electric Power Co Inc
|
32 | $4,377 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,542 | 3,067 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $303,265 | 3,142 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $275,726 | 3,162 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $287,721 | 3,036 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $276,683 | 3,013 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $308,676 | 3,357 | Shares | Sole | 2026-03-12 | |
| 2023-12-31 | $220,737 | 3,148 | Shares | Sole | 2024-04-09 | |
| 2023-09-30 | $179,209 | 2,769 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $190,658 | 2,714 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $199,277 | 2,864 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||