Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$101,452
-$859 QoQ
Shares Held
1,060
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,115
of 2,356 holders
Holding Since
Dec 2025
3 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, 2026POM Investment Strategies, LLC holds $502,028 across 14 Utilities - Regulated Electric names. SO ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
849 | $107,466 | |
| 2 | SO |
Southern Co
This page
|
1,060 | $101,452 | |
| 3 | ED |
Consolidated Edison Inc
|
845 | $93,482 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
474 | $55,348 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
600 | $48,696 | |
| 6 | FE |
Firstenergy Corp
|
705 | $33,515 | |
| 7 | CNP |
Centerpoint Energy Inc
|
543 | $23,913 | |
| 8 | AEP |
American Electric Power Co Inc
|
74 | $10,123 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,452 | 1,060 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $102,311 | 1,060 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $92,432 | 1,060 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||