Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,504,274
-$31,455 QoQ
Shares Held
15,717
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#860
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, 2026Stiles Financial Services Inc holds $12,443,546 across 8 Utilities - Regulated Electric names. SO ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
46,310 | $3,718,693 | |
| 2 | DUK |
Duke Energy CORP
|
26,501 | $3,354,496 | |
| 3 | NEE |
Nextera Energy Inc
|
30,557 | $2,681,987 | |
| 4 | SO |
Southern Co
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|
15,717 | $1,504,274 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,299 | $451,336 | |
| 6 | CMS |
Cms Energy Corp
|
3,396 | $259,794 | |
| 7 | EXC |
Exelon Corp
|
5,527 | $257,668 | |
| 8 | DTE |
Dte Energy Co
|
1,413 | $215,298 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,504,274 | 15,717 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,535,729 | 15,911 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,366,162 | 15,667 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,442,873 | 15,225 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,269,182 | 13,821 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,175,396 | 12,783 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,045,299 | 12,698 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,021,468 | 11,327 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $784,155 | 10,109 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $689,780 | 9,615 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $505,354 | 7,207 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $375,117 | 5,796 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $311,488 | 4,434 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $318,467 | 4,577 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $323,915 | 4,536 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $276,624 | 4,068 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $280,747 | 3,937 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $283,079 | 3,904 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $265,267 | 3,868 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||