Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$594,454
+$17,941 QoQ
Shares Held
6,211
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,311
of 2,359 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Inscription Capital, LLC holds $9,318,478 across 17 Utilities - Regulated Electric names. SO ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
11,265 | $1,246,246 | |
| 2 | NEE |
Nextera Energy Inc
|
11,991 | $1,052,450 | |
| 3 | HE |
Hawaiian Electric Industries Inc
|
62,417 | $844,502 | |
| 4 | DTE |
Dte Energy Co
|
4,882 | $743,870 | |
| 5 | EVRG |
Evergy, Inc.
|
7,755 | $670,264 | |
| 6 | ES |
Eversource Energy
|
8,990 | $649,707 | |
| 7 | SO |
Southern Co
This page
|
6,211 | $594,454 | |
| 8 | EXC |
Exelon Corp
|
10,918 | $508,997 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,454 | 6,211 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $576,513 | 5,973 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $479,948 | 5,504 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $495,173 | 5,225 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $467,322 | 5,089 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $393,362 | 4,278 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $361,441 | 4,008 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $332,154 | 4,282 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $306,903 | 4,278 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $321,009 | 4,578 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $315,768 | 4,879 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $343,241 | 4,886 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $363,833 | 5,229 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $373,402 | 5,229 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $355,572 | 5,229 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $358,047 | 5,021 | Shares | Sole | 2022-09-20 | |
| 2022-03-31 | $334,851 | 4,618 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $316,496 | 4,615 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $295,101 | 4,762 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,971,005 | 98,678 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $286,932 | 5,292 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $240,687 | 4,642 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $245,903 | 4,542 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||