Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,128,038
-$4,720 QoQ
Shares Held
11,786
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#968
of 2,360 holders
Holding Since
Dec 2021
19 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, 2026Raleigh Capital Management Inc. holds $13,629,086 across 20 Utilities - Regulated Electric names. SO ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
56,519 | $2,686,913 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
19,733 | $2,304,222 | |
| 3 | NGG |
National Grid PLC
|
26,012 | $2,155,614 | |
| 4 | DUK |
Duke Energy CORP
|
13,555 | $1,715,791 | |
| 5 | PPL |
PPL Corp
|
44,717 | $1,625,462 | |
| 6 | SO |
Southern Co
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|
11,786 | $1,128,038 | |
| 7 | XEL |
Xcel Energy Inc
|
11,469 | $920,960 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,603 | $356,116 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,038 | 11,786 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,132,758 | 11,736 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,008,904 | 11,570 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,075,734 | 11,351 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,327,127 | 14,452 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,616,021 | 17,575 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,882,905 | 22,873 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,098,939 | 23,275 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,586,416 | 33,343 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,585,007 | 36,033 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,793,158 | 39,834 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $2,641,482 | 40,814 | Shares | Sole | 2023-12-08 | |
| 2023-06-30 | $2,788,433 | 39,693 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,070,287 | 44,126 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $2,843,831 | 39,824 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,451,944 | 36,058 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,135,805 | 29,951 | Shares | Sole | 2022-08-30 | |
| 2022-03-31 | $1,830,731 | 25,248 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,298 | 121 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||