Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$320,628
+$16,590 QoQ
Shares Held
3,350
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,672
of 2,360 holders
Holding Since
Mar 2022
18 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, 2026Zhang Financial LLC holds $2,962,488 across 7 Utilities - Regulated Electric names. SO ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,432 | $1,091,156 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,928 | $458,672 | |
| 3 | DTE |
Dte Energy Co
|
2,392 | $364,469 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,381 | $325,744 | |
| 5 | SO |
Southern Co
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|
3,350 | $320,628 | |
| 6 | DUK |
Duke Energy CORP
|
1,592 | $201,515 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
1,872 | $200,304 |
All Filings in SO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,628 | 3,350 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $304,038 | 3,150 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $278,429 | 3,193 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $302,600 | 3,193 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $293,396 | 3,195 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $293,780 | 3,195 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $286,144 | 3,476 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $367,483 | 4,075 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $383,816 | 4,948 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $358,054 | 4,991 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $346,462 | 4,941 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $345,993 | 5,346 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $375,556 | 5,346 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $371,348 | 5,337 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $384,185 | 5,380 | Shares | Sole | 2023-05-17 | |
| 2022-09-30 | $381,684 | 5,613 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $294,011 | 4,123 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $245,301 | 3,383 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||