Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,490,491
+$68,752 QoQ
Shares Held
15,573
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#861
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Procyon Advisors, LLC holds $11,596,857 across 15 Utilities - Regulated Electric names. SO ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,521 | $2,591,058 | |
| 2 | SO |
Southern Co
This page
|
15,573 | $1,490,491 | |
| 3 | DTE |
Dte Energy Co
|
9,128 | $1,390,833 | |
| 4 | XEL |
Xcel Energy Inc
|
13,831 | $1,110,629 | |
| 5 | DUK |
Duke Energy CORP
|
6,356 | $804,542 | |
| 6 | AEE |
Ameren Corp
|
6,677 | $754,768 | |
| 7 | ED |
Consolidated Edison Inc
|
6,255 | $691,990 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,005 | $684,734 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,491 | 15,573 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,421,739 | 14,730 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,068,200 | 12,250 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $769,816 | 8,123 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $816,919 | 8,896 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $905,615 | 9,849 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $875,967 | 10,641 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $978,813 | 10,854 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $981,260 | 12,650 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,001,633 | 13,962 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,157,470 | 16,507 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,091,243 | 16,861 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,206,262 | 17,171 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,299,823 | 18,681 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,360,217 | 19,048 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,121,456 | 16,492 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,206,351 | 16,917 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,373,121 | 18,937 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,212,014 | 17,673 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,050,701 | 16,955 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $933,850 | 15,433 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $349,028 | 5,615 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $411,273 | 6,695 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $352,321 | 6,498 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $308,611 | 5,952 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $295,279 | 5,454 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||