Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,526,287
+$81,866 QoQ
Shares Held
15,947
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#853
of 2,360 holders
Holding Since
Mar 2024
8 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, 2026RETIREMENT GUYS FORMULA LLC holds $9,270,865 across 6 Utilities - Regulated Electric names. SO ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,696 | $1,782,119 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,276 | $1,542,669 | |
| 3 | SO |
Southern Co
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|
15,947 | $1,526,287 | |
| 4 | DUK |
Duke Energy CORP
|
11,905 | $1,506,934 | |
| 5 | NEE |
Nextera Energy Inc
|
16,756 | $1,470,674 | |
| 6 | ETR |
Entergy Corp /De/
|
12,556 | $1,442,182 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,526,287 | 15,947 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,444,421 | 14,965 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,040,296 | 11,930 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $619,701 | 6,539 | Shares | Sole | 2025-10-21 | |
| 2024-12-31 | $877,366 | 10,658 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $882,321 | 9,784 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $676,875 | 8,726 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $684,614 | 9,543 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||