Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$840,046
+$19,916 QoQ
Shares Held
8,777
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,108
of 2,356 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hexagon Capital Partners LLC holds $7,504,808 across 12 Utilities - Regulated Electric names. SO ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
11,291 | $1,429,214 | |
| 2 | NEE |
Nextera Energy Inc
|
15,462 | $1,357,099 | |
| 3 | SO |
Southern Co
This page
|
8,777 | $840,046 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,904 | $670,916 | |
| 5 | EXC |
Exelon Corp
|
13,083 | $609,929 | |
| 6 | ED |
Consolidated Edison Inc
|
5,138 | $568,416 | |
| 7 | FE |
Firstenergy Corp
|
10,412 | $494,986 | |
| 8 | D |
Dominion Energy, Inc
|
7,135 | $487,249 |
All Filings in SO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,046 | 8,777 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $820,130 | 8,497 | Shares | Sole | 2026-05-05 | |
| 2025-03-31 | $612,570 | 6,662 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $535,903 | 6,510 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $607,813 | 6,740 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $508,781 | 6,559 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $442,205 | 6,164 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $441,475 | 6,296 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $437,571 | 6,761 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $481,212 | 6,850 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $474,883 | 6,825 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $451,953 | 6,329 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $445,536 | 6,552 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $357,477 | 5,013 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $340,071 | 4,690 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $321,640 | 4,690 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $290,639 | 4,690 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $255,291 | 4,219 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $259,890 | 4,181 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $257,023 | 4,184 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $226,856 | 4,184 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||