Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$393,080
+$15,687 QoQ
Shares Held
4,107
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,557
of 2,356 holders
Holding Since
Mar 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, 2026Platform Technology Partners holds $12,592,742 across 11 Utilities - Regulated Electric names. SO ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,260 | $3,884,700 | |
| 2 | DUK |
Duke Energy CORP
|
22,181 | $2,807,670 | |
| 3 | D |
Dominion Energy, Inc
|
27,342 | $1,867,185 | |
| 4 | ED |
Consolidated Edison Inc
|
9,753 | $1,078,974 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,277 | $858,756 | |
| 6 | EXC |
Exelon Corp
|
10,433 | $486,386 | |
| 7 | ETR |
Entergy Corp /De/
|
4,103 | $471,270 | |
| 8 | SO |
Southern Co
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|
4,107 | $393,080 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,080 | 4,107 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $377,393 | 3,910 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $279,650 | 3,207 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $330,462 | 3,487 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $336,281 | 3,662 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $356,030 | 3,872 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $306,806 | 3,727 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $309,137 | 3,428 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $270,331 | 3,485 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $215,268 | 3,070 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $337,762 | 4,808 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $336,419 | 4,835 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $330,485 | 4,628 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $323,340 | 4,755 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $356,621 | 5,001 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $355,008 | 4,896 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $373,212 | 5,442 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $346,040 | 5,584 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,092,023 | 18,047 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $1,338,928 | 21,796 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,199,671 | 22,126 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $1,146,766 | 22,117 | Shares | Sole | 2020-11-30 | |
| 2020-03-31 | $1,021,838 | 18,874 | Shares | Sole | 2020-11-30 | |
| No filing history on record for this holder in this stock. | ||||||