Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$625,751
+$22,308 QoQ
Shares Held
6,538
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,275
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, 2026Forum Financial Management, LP holds $6,693,805 across 8 Utilities - Regulated Electric names. SO ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
70,000 | $3,082,800 | |
| 2 | NEE |
Nextera Energy Inc
|
8,536 | $749,204 | |
| 3 | SO |
Southern Co
This page
|
6,538 | $625,751 | |
| 4 | DUK |
Duke Energy CORP
|
4,728 | $598,470 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,322 | $504,679 | |
| 6 | D |
Dominion Energy, Inc
|
7,271 | $496,536 | |
| 7 | EXC |
Exelon Corp
|
7,373 | $343,729 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,139 | $292,636 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,751 | 6,538 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $603,443 | 6,252 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $420,042 | 4,817 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $431,866 | 4,557 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $559,152 | 6,089 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $468,853 | 5,099 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $420,490 | 5,108 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $494,727 | 5,486 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $500,791 | 6,456 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $462,794 | 6,451 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $430,887 | 6,145 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $491,224 | 7,590 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $531,371 | 7,564 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $399,667 | 5,744 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $414,392 | 5,803 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $294,032 | 4,324 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $308,344 | 4,324 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $324,409 | 4,474 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $306,826 | 4,474 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||