Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$295,265
+$2,520 QoQ
Shares Held
3,085
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,729
of 2,356 holders
Holding Since
Sep 2020
23 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, 2026CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. SO ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,103 | $1,062,280 | |
| 2 | DUK |
Duke Energy CORP
|
5,477 | $693,278 | |
| 3 | AEE |
Ameren Corp
|
2,858 | $323,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,282 | $312,200 | |
| 5 | SO |
Southern Co
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|
3,085 | $295,265 | |
| 6 | D |
Dominion Energy, Inc
|
3,546 | $242,156 | |
| 7 | ETR |
Entergy Corp /De/
|
1,357 | $155,865 | |
| 8 | ES |
Eversource Energy
|
1,579 | $114,114 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,265 | 3,085 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $292,745 | 3,033 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $207,972 | 2,385 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $215,412 | 2,273 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $206,892 | 2,253 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $214,795 | 2,336 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $174,847 | 2,124 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $183,786 | 2,038 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $155,838 | 2,009 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $139,606 | 1,946 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $135,962 | 1,939 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $164,595 | 2,343 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $151,962 | 2,184 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $116,398 | 1,630 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $150,620 | 2,215 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $143,333 | 2,010 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $123,992 | 1,710 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $117,271 | 1,710 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $57,941 | 935 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $172,150 | 2,845 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $129,914 | 2,090 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $57,437 | 935 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $50,695 | 935 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||