Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,982,441
+$48,856 QoQ
Shares Held
20,713
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#761
of 2,360 holders
Holding Since
Sep 2021
20 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, 2026NovaPoint Capital, LLC holds $11,077,210 across 6 Utilities - Regulated Electric names. SO ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,974 | $2,104,197 | |
| 2 | D |
Dominion Energy, Inc
|
30,742 | $2,099,371 | |
| 3 | SO |
Southern Co
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|
20,713 | $1,982,441 | |
| 4 | AEP |
American Electric Power Co Inc
|
12,652 | $1,730,920 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
14,787 | $1,582,209 | |
| 6 | DUK |
Duke Energy CORP
|
12,467 | $1,578,072 |
All Filings in SO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,982,441 | 20,713 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,933,585 | 20,033 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,641,976 | 18,830 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,525,512 | 16,097 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,336,861 | 14,558 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,280,587 | 13,927 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $952,442 | 11,570 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,014,254 | 11,247 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $818,208 | 10,548 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $733,398 | 10,223 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $824,260 | 11,755 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $915,140 | 14,140 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,013,145 | 14,422 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $995,550 | 14,308 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $784,081 | 10,980 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $693,260 | 10,195 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $663,753 | 9,308 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $368,930 | 5,088 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $323,834 | 4,722 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $255,626 | 4,125 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||