Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,052,118
-$465,123 QoQ
Shares Held
21,441
-17.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#750
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, 2026Americana Partners, LLC holds $9,522,811 across 8 Utilities - Regulated Electric names. SO ranks #3 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,219 | $3,617,791 | |
| 2 | GNE |
Genie Energy Ltd.
|
171,982 | $2,485,139 | |
| 3 | SO |
Southern Co
This page
|
21,441 | $2,052,118 | |
| 4 | ES |
Eversource Energy
|
4,984 | $360,193 | |
| 5 | PCG |
PG&E Corp
|
18,552 | $312,044 | |
| 6 | EIX |
Edison International
|
3,454 | $257,150 | |
| 7 | ED |
Consolidated Edison Inc
|
1,990 | $220,153 | |
| 8 | DUK |
Duke Energy CORP
|
1,724 | $218,223 |
All Filings in SO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,052,118 | 21,441 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,517,241 | 26,080 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,140,847 | 24,551 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,286,231 | 24,124 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,155,984 | 23,478 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,955,925 | 75,649 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,131,522 | 74,484 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,375,726 | 70,700 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,088,902 | 65,604 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,981,530 | 27,621 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $747,058 | 10,654 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $893,718 | 13,809 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,307,703 | 18,615 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $613,417 | 8,816 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $624,409 | 8,744 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $904,536 | 13,302 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $921,039 | 12,916 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $417,657 | 5,760 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||