Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,950,952
-$20,951 QoQ
Shares Held
20,384
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#767
of 2,359 holders
Holding Since
Jun 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 Jun 30, 2026Venture Visionary Partners LLC holds $30,705,129 across 12 Utilities - Regulated Electric names. SO ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,917 | $12,192,745 | |
| 2 | AEP |
American Electric Power Co Inc
|
66,046 | $9,035,753 | |
| 3 | CMS |
Cms Energy Corp
|
27,458 | $2,100,537 | |
| 4 | SO |
Southern Co
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|
20,384 | $1,950,952 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
10,831 | $1,264,735 | |
| 6 | DUK |
Duke Energy CORP
|
7,244 | $916,945 | |
| 7 | D |
Dominion Energy, Inc
|
11,345 | $774,750 | |
| 8 | ED |
Consolidated Edison Inc
|
6,279 | $694,645 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,950,952 | 20,384 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,971,903 | 20,430 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,871,224 | 21,459 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,000,594 | 21,110 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,970,855 | 21,462 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,837,712 | 19,986 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,560,210 | 18,953 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $1,707,197 | 18,931 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,380,823 | 17,801 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,288,737 | 17,964 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,085,789 | 29,746 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,916,618 | 29,614 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,056,428 | 29,273 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,142,089 | 30,786 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,961,632 | 27,470 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,719,992 | 25,294 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,572,813 | 22,056 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,529,525 | 21,094 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,381,681 | 20,147 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,104,863 | 17,829 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $781,365 | 12,913 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $683,884 | 11,002 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $533,273 | 8,681 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $233,796 | 4,312 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $206,985 | 3,992 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||