Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,591,234
+$219,041 QoQ
Shares Held
309,176
+1.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#174
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 15%
None 85%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $104,343,515 across 7 Utilities - Regulated Electric names. SO ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
409,172 | $31,215,731 | |
| 2 | SO |
Southern Co
This page
|
309,176 | $29,591,234 | |
| 3 | DUK |
Duke Energy CORP
|
230,763 | $29,209,980 | |
| 4 | ETR |
Entergy Corp /De/
|
59,182 | $6,797,643 | |
| 5 | NEE |
Nextera Energy Inc
|
69,387 | $6,090,096 | |
| 6 | D |
Dominion Energy, Inc
|
10,802 | $737,668 | |
| 7 | NGG |
National Grid PLC
|
8,461 | $701,163 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,591,234 | 309,176 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $29,372,193 | 304,312 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $23,358,961 | 267,878 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $64,990,328 | 685,769 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $32,355,014 | 352,336 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $33,705,192 | 366,560 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $30,250,953 | 367,480 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $33,203,825 | 368,195 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $28,580,588 | 368,449 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $26,579,096 | 370,492 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $25,438,554 | 362,786 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $22,809,463 | 352,433 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $28,373,132 | 403,888 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $27,427,322 | 394,184 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,697,388 | 359,857 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $23,025,072 | 338,604 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $24,129,093 | 338,369 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $26,417,785 | 364,333 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $24,521,259 | 357,557 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $21,215,491 | 342,351 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $20,474,708 | 338,369 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $20,664,843 | 332,446 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $19,698,328 | 320,663 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $16,843,659 | 310,654 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,973,813 | 288,791 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $14,846,920 | 274,232 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||