Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,286,629
-$228,638 QoQ
Shares Held
13,443
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#904
of 2,356 holders
Holding Since
Sep 2021
19 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, 2026XML Financial, LLC holds $6,759,077 across 7 Utilities - Regulated Electric names. SO ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
38,517 | $2,630,325 | |
| 2 | NEE |
Nextera Energy Inc
|
14,964 | $1,313,390 | |
| 3 | SO |
Southern Co
This page
|
13,443 | $1,286,629 | |
| 4 | DUK |
Duke Energy CORP
|
5,002 | $633,153 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,500 | $342,025 | |
| 6 | DTE |
Dte Energy Co
|
2,000 | $304,740 | |
| 7 | PPL |
PPL Corp
|
6,845 | $248,815 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,629 | 13,443 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,515,267 | 15,699 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,399,560 | 16,050 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,623,694 | 17,133 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,521,255 | 16,566 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,468,993 | 15,976 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,260,730 | 15,315 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,284,974 | 14,249 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,018,959 | 13,136 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $985,922 | 13,743 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $930,492 | 13,270 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $612,833 | 9,469 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $606,960 | 8,640 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $591,777 | 8,505 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $480,160 | 6,724 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $385,220 | 5,665 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $428,099 | 5,904 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $390,837 | 5,699 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $311,585 | 5,028 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||