Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$435,480
-$3,686 QoQ
Shares Held
4,550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,491
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Hummer Financial Advisory Services Inc holds $4,256,519 across 7 Utilities - Regulated Electric names. SO ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
11,622 | $1,357,100 | |
| 2 | DTE |
Dte Energy Co
|
4,413 | $672,408 | |
| 3 | DUK |
Duke Energy CORP
|
4,474 | $566,318 | |
| 4 | NEE |
Nextera Energy Inc
|
5,205 | $456,842 | |
| 5 | SO |
Southern Co
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|
4,550 | $435,480 | |
| 6 | D |
Dominion Energy, Inc
|
6,001 | $409,808 | |
| 7 | LNT |
Alliant Energy Corp
|
4,700 | $358,563 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,480 | 4,550 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $439,166 | 4,550 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $396,760 | 4,550 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $431,203 | 4,550 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $417,826 | 4,550 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $418,372 | 4,550 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $358,092 | 4,350 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $410,319 | 4,550 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $352,943 | 4,550 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $347,939 | 4,850 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $319,046 | 4,550 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $294,476 | 4,550 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $319,637 | 4,550 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $316,589 | 4,550 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $314,204 | 4,400 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $299,200 | 4,400 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $324,460 | 4,550 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $329,920 | 4,550 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $312,039 | 4,550 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $281,963 | 4,550 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $275,320 | 4,550 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $282,828 | 4,550 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $297,935 | 4,850 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $262,967 | 4,850 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $251,472 | 4,850 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $246,337 | 4,550 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||