Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$139,640
-$1,182 QoQ
Shares Held
1,459
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,086
of 2,359 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, 2026Center for Financial Planning, Inc. holds $5,352,802 across 18 Utilities - Regulated Electric names. SO ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,543 | $3,031,839 | |
| 2 | DTE |
Dte Energy Co
|
6,545 | $997,261 | |
| 3 | ETR |
Entergy Corp /De/
|
3,164 | $363,417 | |
| 4 | DUK |
Duke Energy CORP
|
1,438 | $182,022 | |
| 5 | SO |
Southern Co
This page
|
1,459 | $139,640 | |
| 6 | OGE |
Oge Energy Corp.
|
2,738 | $133,231 | |
| 7 | ES |
Eversource Energy
|
1,488 | $107,537 | |
| 8 | PPL |
PPL Corp
|
2,498 | $90,802 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,640 | 1,459 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $140,822 | 1,459 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $134,200 | 1,539 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $128,792 | 1,359 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $69,239 | 754 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $69,330 | 754 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $231,977 | 2,818 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $48,697 | 540 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $41,887 | 540 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $38,739 | 540 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $93,960 | 1,340 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $107,435 | 1,660 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $116,615 | 1,660 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $115,502 | 1,660 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $118,540 | 1,660 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $112,880 | 1,660 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $118,374 | 1,660 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $136,246 | 1,879 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $217,604 | 3,173 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $208,219 | 3,360 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $203,313 | 3,360 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $208,857 | 3,360 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $163,403 | 2,660 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $182,179 | 3,360 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $226,066 | 4,360 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $384,177 | 7,096 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||