Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$217,070
+$2,606 QoQ
Shares Held
2,268
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,984
of 2,359 holders
Holding Since
Dec 2020
3 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, 2026Interchange Capital Partners, LLC holds $3,401,792 across 7 Utilities - Regulated Electric names. SO ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,029 | $1,494,635 | |
| 2 | DUK |
Duke Energy CORP
|
4,847 | $613,533 | |
| 3 | D |
Dominion Energy, Inc
|
5,554 | $379,282 | |
| 4 | ED |
Consolidated Edison Inc
|
2,317 | $256,329 | |
| 5 | EXC |
Exelon Corp
|
4,879 | $227,458 | |
| 6 | SO |
Southern Co
This page
|
2,268 | $217,070 | |
| 7 | ES |
Eversource Energy
|
2,954 | $213,485 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,070 | 2,268 | Shares | Sole | 2026-07-20 | |
| 2025-09-30 | $214,464 | 2,263 | Shares | Sole | 2025-11-12 | |
| 2020-12-31 | $30,715 | 500 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||