Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$539,134
+$10,301 QoQ
Shares Held
5,633
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,356
of 2,354 holders
Holding Since
Mar 2021
22 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, 2026Intrua Financial, LLC holds $9,051,855 across 18 Utilities - Regulated Electric names. SO ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
8,518 | $994,646 | |
| 2 | ES |
Eversource Energy
|
11,982 | $865,939 | |
| 3 | NEE |
Nextera Energy Inc
|
9,668 | $848,560 | |
| 4 | EIX |
Edison International
|
8,853 | $659,105 | |
| 5 | EVRG |
Evergy, Inc.
|
7,193 | $621,690 | |
| 6 | DUK |
Duke Energy CORP
|
4,589 | $580,875 | |
| 7 | SO |
Southern Co
This page
|
5,633 | $539,134 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,834 | $524,529 |
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,134 | 5,633 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $528,833 | 5,479 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $473,757 | 5,433 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $498,964 | 5,265 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $598,823 | 6,521 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $543,148 | 5,907 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $477,538 | 5,801 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $593,564 | 6,582 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $1,023,768 | 13,198 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $664,814 | 9,267 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $665,999 | 9,498 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $665,774 | 10,287 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $779,283 | 11,093 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $643,823 | 9,253 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $585,347 | 8,197 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $592,552 | 8,714 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $511,078 | 7,167 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $530,700 | 7,319 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $508,932 | 7,421 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $515,342 | 8,316 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $246,336 | 4,071 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $266,542 | 4,288 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||