Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,125,122
-$184,934 QoQ
Shares Held
32,652
-4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#607
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, 2026Sovereign Financial Group, Inc. holds $10,179,048 across 9 Utilities - Regulated Electric names. SO ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
32,652 | $3,125,122 | |
| 2 | ED |
Consolidated Edison Inc
|
20,019 | $2,214,701 | |
| 3 | AEP |
American Electric Power Co Inc
|
8,142 | $1,113,907 | |
| 4 | D |
Dominion Energy, Inc
|
14,284 | $975,454 | |
| 5 | NEE |
Nextera Energy Inc
|
9,747 | $855,494 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
10,072 | $817,443 | |
| 7 | DTE |
Dte Energy Co
|
3,150 | $479,965 | |
| 8 | DUK |
Duke Energy CORP
|
3,013 | $381,385 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,125,122 | 32,652 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,310,056 | 34,294 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,101,093 | 35,563 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,366,799 | 35,526 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,351,427 | 36,496 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,408,126 | 37,065 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,241,103 | 39,372 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,599,264 | 39,912 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,158,184 | 40,714 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,956,835 | 41,216 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,716,659 | 38,743 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,548,544 | 39,378 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,856,997 | 40,669 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,937,041 | 42,211 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,002,290 | 42,043 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,779,500 | 40,875 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,907,023 | 40,766 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,945,646 | 40,624 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,785,856 | 40,622 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,488,963 | 40,164 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,500,999 | 41,332 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,569,197 | 41,332 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,475,751 | 40,302 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||