Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$988,971
+$30,045 QoQ
Shares Held
10,333
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,028
of 2,356 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, 2026FOURPATH CAPITAL MANAGEMENT, LLC holds $9,734,408 across 9 Utilities - Regulated Electric names. SO ranks #6 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
36,164 | $1,759,740 | |
| 2 | DUK |
Duke Energy CORP
|
11,314 | $1,432,126 | |
| 3 | FE |
Firstenergy Corp
|
28,799 | $1,369,104 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
10,615 | $1,239,513 | |
| 5 | NGG |
National Grid PLC
|
13,075 | $1,083,525 | |
| 6 | SO |
Southern Co
This page
|
10,333 | $988,971 | |
| 7 | PPL |
PPL Corp
|
25,602 | $930,632 | |
| 8 | XEL |
Xcel Energy Inc
|
8,931 | $717,159 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,971 | 10,333 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $958,926 | 9,935 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $866,157 | 9,933 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $945,709 | 9,979 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $999,753 | 10,887 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,158,294 | 12,597 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,043,652 | 12,678 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,149,163 | 12,743 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,265,864 | 16,319 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,276,326 | 17,791 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,267,559 | 18,077 | Shares | Sole | 2024-04-08 | |
| 2023-09-30 | $1,195,766 | 18,476 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,298,992 | 18,491 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,407,185 | 20,224 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,444,195 | 20,224 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,342,320 | 19,740 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,405,876 | 19,715 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,517,416 | 20,927 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,435,173 | 20,927 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||