Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,060,401
+$174,989 QoQ
Shares Held
42,424
+5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#523
of 2,356 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, 2026Robbins Farley holds $16,698,037 across 8 Utilities - Regulated Electric names. SO ranks #3 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
79,699 | $6,995,181 | |
| 2 | D |
Dominion Energy, Inc
|
77,223 | $5,273,558 | |
| 3 | SO |
Southern Co
This page
|
42,424 | $4,060,401 | |
| 4 | ES |
Eversource Energy
|
1,569 | $113,391 | |
| 5 | ETR |
Entergy Corp /De/
|
700 | $80,402 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
584 | $68,193 | |
| 7 | CMS |
Cms Energy Corp
|
800 | $61,200 | |
| 8 | DTE |
Dte Energy Co
|
300 | $45,711 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,060,401 | 42,424 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,885,412 | 40,255 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,454,428 | 39,615 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,503,362 | 36,967 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,050,500 | 33,219 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,984,145 | 32,454 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,661,817 | 32,335 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,982,974 | 33,078 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,681,129 | 34,564 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,349,556 | 32,751 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,212,286 | 31,550 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,004,766 | 30,976 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,943,747 | 27,669 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,926,322 | 27,685 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,964,417 | 27,509 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,551,836 | 37,527 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,774,030 | 38,901 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,221,836 | 44,433 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,428,074 | 35,405 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,843,917 | 29,755 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,803,561 | 29,806 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,115,150 | 17,940 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,231,118 | 20,041 | Shares | Sole | 2021-03-11 | |
| No filing history on record for this holder in this stock. | ||||||