Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$567,081
+$91,527 QoQ
Shares Held
5,925
+20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,329
of 2,359 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, 2026Bill Few Associates, Inc. holds $8,455,386 across 9 Utilities - Regulated Electric names. SO ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
75,728 | $5,171,465 | |
| 2 | DUK |
Duke Energy CORP
|
5,657 | $716,063 | |
| 3 | NEE |
Nextera Energy Inc
|
6,626 | $581,564 | |
| 4 | SO |
Southern Co
This page
|
5,925 | $567,081 | |
| 5 | PPL |
PPL Corp
|
13,353 | $485,381 | |
| 6 | EXC |
Exelon Corp
|
5,987 | $279,113 | |
| 7 | ED |
Consolidated Edison Inc
|
2,022 | $223,693 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,598 | $218,622 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,081 | 5,925 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $475,554 | 4,927 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $428,413 | 4,913 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $524,362 | 5,533 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $571,825 | 6,227 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $581,491 | 6,324 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $479,431 | 5,824 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $528,905 | 5,865 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $443,234 | 5,714 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $385,459 | 5,373 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $285,598 | 4,073 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $263,604 | 4,073 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $296,665 | 4,223 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $285,069 | 4,097 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $292,566 | 4,097 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $278,596 | 4,097 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $274,329 | 3,847 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $297,073 | 4,097 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $259,712 | 3,787 | Shares | Sole | 2022-03-04 | |
| No filing history on record for this holder in this stock. | ||||||