Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,698,182
-$12,538 QoQ
Shares Held
17,743
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.15%
of 13F equity value
Holder Rank
#819
of 2,360 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, 2026Gleason Group, Inc. holds $2,180,539 across 7 Utilities - Regulated Electric names. SO ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
17,743 | $1,698,182 | |
| 2 | DUK |
Duke Energy CORP
|
2,337 | $295,817 | |
| 3 | ED |
Consolidated Edison Inc
|
764 | $84,521 | |
| 4 | D |
Dominion Energy, Inc
|
1,002 | $68,426 | |
| 5 | ES |
Eversource Energy
|
304 | $21,970 | |
| 6 | NEE |
Nextera Energy Inc
|
81 | $7,109 | |
| 7 | AEP |
American Electric Power Co Inc
|
33 | $4,514 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,698,182 | 17,743 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,710,720 | 17,724 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,533,760 | 17,589 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,635,824 | 17,261 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,572,405 | 17,123 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,561,402 | 16,981 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,386,598 | 16,844 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,506,456 | 16,705 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,285,412 | 16,571 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,178,186 | 16,423 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,139,870 | 16,256 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,041,862 | 16,098 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,119,012 | 15,929 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,097,346 | 15,771 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,114,424 | 15,606 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,050,600 | 15,450 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,092,397 | 15,319 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,100,846 | 15,182 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,031,031 | 15,034 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $921,865 | 14,876 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $891,312 | 14,730 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $906,354 | 14,581 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $885,820 | 14,420 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $773,827 | 14,272 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $730,981 | 14,098 | Shares | Sole | 2020-08-27 | |
| 2020-03-31 | $755,090 | 13,947 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||