Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,417,826
-$15,829 QoQ
Shares Held
25,262
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#693
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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $6,093,015 across 7 Utilities - Regulated Electric names. SO ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
25,262 | $2,417,826 | |
| 2 | DUK |
Duke Energy CORP
|
9,238 | $1,169,346 | |
| 3 | NEE |
Nextera Energy Inc
|
9,181 | $805,816 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,948 | $676,935 | |
| 5 | LNT |
Alliant Energy Corp
|
4,699 | $358,486 | |
| 6 | EVRG |
Evergy, Inc.
|
3,949 | $341,312 | |
| 7 | AEE |
Ameren Corp
|
2,860 | $323,294 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,417,826 | 25,262 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,433,655 | 25,214 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,266,240 | 25,989 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,468,189 | 26,044 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,382,345 | 25,943 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,477,408 | 26,943 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,217,947 | 26,943 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,429,719 | 26,943 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,089,968 | 26,943 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,950,825 | 27,193 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,943,268 | 56,236 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,844,649 | 28,502 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,071,180 | 29,483 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,074,458 | 29,814 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,148,655 | 30,089 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,110,652 | 31,039 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,922,161 | 26,955 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,950,591 | 26,901 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,844,870 | 26,901 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,667,054 | 26,901 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,676,187 | 27,701 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,745,204 | 28,076 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,853,711 | 30,176 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||