Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$602,973
-$58,961 QoQ
Shares Held
6,300
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,302
of 2,360 holders
Holding Since
Jun 2024
9 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $6,733,351 across 13 Utilities - Regulated Electric names. SO ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 | |
| 2 | NEE |
Nextera Energy Inc
|
12,052 | $1,057,804 | |
| 3 | DUK |
Duke Energy CORP
|
7,920 | $1,002,513 | |
| 4 | D |
Dominion Energy, Inc
|
9,978 | $681,397 | |
| 5 | SO |
Southern Co
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|
6,300 | $602,973 | |
| 6 | EXC |
Exelon Corp
|
12,172 | $567,458 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,497 | $341,614 | |
| 8 | ES |
Eversource Energy
|
3,810 | $275,348 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,973 | 6,300 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $661,934 | 6,858 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $329,616 | 3,780 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $364,769 | 3,849 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $343,719 | 3,743 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $298,101 | 3,242 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $272,726 | 3,313 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $309,858 | 3,436 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $215,567 | 2,779 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||