Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,142,968
-$8,901 QoQ
Shares Held
11,942
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#963
of 2,354 holders
Holding Since
Dec 2020
22 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, 2026Allegheny Financial Group holds $5,915,234 across 10 Utilities - Regulated Electric names. SO ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,729 | $1,380,534 | |
| 2 | SO |
Southern Co
This page
|
11,942 | $1,142,968 | |
| 3 | PPL |
PPL Corp
|
27,406 | $996,208 | |
| 4 | DUK |
Duke Energy CORP
|
4,048 | $512,395 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,438 | $360,188 | |
| 6 | D |
Dominion Energy, Inc
|
5,169 | $352,991 | |
| 7 | ED |
Consolidated Edison Inc
|
3,189 | $352,799 | |
| 8 | EXC |
Exelon Corp
|
6,468 | $301,538 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142,968 | 11,942 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,151,869 | 11,934 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,035,674 | 11,877 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,123,877 | 11,859 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,090,664 | 11,877 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,089,883 | 11,853 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $983,065 | 11,942 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,074,224 | 11,912 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $549,040 | 7,078 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $500,888 | 6,982 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $489,507 | 6,981 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $451,810 | 6,981 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $603,869 | 8,596 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $608,477 | 8,745 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $623,766 | 8,735 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $582,828 | 8,571 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $607,632 | 8,521 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $614,159 | 8,470 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $576,963 | 8,413 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $517,697 | 8,354 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $502,172 | 8,299 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $490,457 | 7,984 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||