Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$401,120
+$12,434 QoQ
Shares Held
4,191
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,545
of 2,360 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LCM Capital Management Inc holds $2,263,647 across 7 Utilities - Regulated Electric names. SO ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
4,292 | $492,979 | |
| 2 | SO |
Southern Co
This page
|
4,191 | $401,120 | |
| 3 | DUK |
Duke Energy CORP
|
2,629 | $332,778 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,204 | $301,529 | |
| 5 | XEL |
Xcel Energy Inc
|
3,561 | $285,948 | |
| 6 | NEE |
Nextera Energy Inc
|
2,840 | $249,266 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,713 | $200,027 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,120 | 4,191 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $388,686 | 4,027 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $344,876 | 3,955 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $367,423 | 3,877 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $356,024 | 3,877 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $351,524 | 3,823 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $318,084 | 3,864 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $348,455 | 3,864 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $308,263 | 3,974 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $287,246 | 4,004 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $277,324 | 3,955 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $260,692 | 4,028 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $282,896 | 4,027 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $284,443 | 4,088 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $291,924 | 4,088 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $281,316 | 4,137 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $295,009 | 4,137 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $289,242 | 3,989 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $270,548 | 3,945 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||