Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$599,814
-$36,445 QoQ
Shares Held
6,267
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,304
of 2,360 holders
Holding Since
Dec 2020
23 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, 2026Berger Financial Group, Inc holds $12,681,324 across 9 Utilities - Regulated Electric names. SO ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
130,599 | $6,208,676 | |
| 2 | XEL |
Xcel Energy Inc
|
35,574 | $2,856,592 | |
| 3 | NEE |
Nextera Energy Inc
|
11,841 | $1,039,284 | |
| 4 | SO |
Southern Co
This page
|
6,267 | $599,814 | |
| 5 | AEE |
Ameren Corp
|
5,080 | $574,243 | |
| 6 | D |
Dominion Energy, Inc
|
6,450 | $440,470 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,479 | $406,242 | |
| 8 | EXC |
Exelon Corp
|
7,064 | $329,323 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,814 | 6,267 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $636,259 | 6,592 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $605,342 | 6,942 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $676,752 | 7,141 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $655,758 | 7,141 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $656,614 | 7,141 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $590,316 | 7,171 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $646,680 | 7,171 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $500,326 | 6,450 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $490,701 | 6,840 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $452,274 | 6,450 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $417,444 | 6,450 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $454,728 | 6,473 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $450,391 | 6,473 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $466,664 | 6,535 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $487,152 | 7,164 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $510,294 | 7,156 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $518,881 | 7,156 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $490,758 | 7,156 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $443,271 | 7,153 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $432,828 | 7,153 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $444,630 | 7,153 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $434,125 | 7,067 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||