Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,135,842
+$226,440 QoQ
Shares Held
32,764
+8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#604
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Ranch Capital Advisors Inc. holds $15,625,648 across 6 Utilities - Regulated Electric names. SO ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
34,258 | $3,934,873 | |
| 2 | EVRG |
Evergy, Inc.
|
36,282 | $3,135,853 | |
| 3 | SO |
Southern Co
This page
|
32,764 | $3,135,842 | |
| 4 | DUK |
Duke Energy CORP
|
24,627 | $3,117,285 | |
| 5 | NEE |
Nextera Energy Inc
|
20,179 | $1,771,110 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,879 | $530,685 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,135,842 | 32,764 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,909,402 | 30,143 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,464,184 | 28,259 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,520,029 | 26,591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,307,871 | 25,132 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,147,492 | 23,355 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,758,272 | 21,359 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,830,834 | 20,302 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,404,559 | 18,107 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,288,593 | 17,962 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,234,112 | 17,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,098,557 | 16,974 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,160,951 | 16,526 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,160,524 | 16,679 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,142,988 | 16,006 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,071,544 | 15,758 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,112,150 | 15,596 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,041,678 | 14,366 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $933,099 | 13,606 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $837,586 | 13,516 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $765,330 | 12,648 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,843 | 94 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,774 | 94 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,096 | 94 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,703 | 110 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,089 | 94 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||