Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$383,127
+$9,209 QoQ
Shares Held
4,003
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,568
of 2,354 holders
Holding Since
Sep 2024
5 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, 2026Everhart Financial Group, Inc. holds $8,345,712 across 12 Utilities - Regulated Electric names. SO ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,468 | $1,578,199 | |
| 2 | NEE |
Nextera Energy Inc
|
16,849 | $1,478,836 | |
| 3 | IDA |
Idacorp Inc
|
6,843 | $1,035,345 | |
| 4 | OGE |
Oge Energy Corp.
|
19,288 | $938,554 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,484 | $750,266 | |
| 6 | FE |
Firstenergy Corp
|
14,001 | $665,607 | |
| 7 | D |
Dominion Energy, Inc
|
8,151 | $556,631 | |
| 8 | SO |
Southern Co
This page
|
4,003 | $383,127 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,127 | 4,003 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $373,918 | 3,874 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $220,790 | 2,532 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $316,531 | 3,340 | Shares | Sole | 2025-11-04 | |
| 2024-09-30 | $264,588 | 2,934 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||