Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,264,167
+$239,573 QoQ
Shares Held
44,553
+6.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#511
of 2,360 holders
Holding Since
Mar 2023
13 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, 2026Callan Family Office, LLC holds $37,859,405 across 27 Utilities - Regulated Electric names. SO ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
59,341 | $5,208,359 | |
| 2 | SO |
Southern Co
This page
|
44,553 | $4,264,167 | |
| 3 | NGG |
National Grid PLC
|
45,669 | $3,784,590 | |
| 4 | ETR |
Entergy Corp /De/
|
28,293 | $3,249,733 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,412 | $2,382,135 | |
| 6 | DUK |
Duke Energy CORP
|
17,496 | $2,214,643 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
20,285 | $1,646,330 | |
| 8 | XEL |
Xcel Energy Inc
|
20,129 | $1,616,358 |
All Filings in SO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,264,167 | 44,553 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,024,594 | 41,697 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,792,764 | 43,495 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,529,708 | 37,245 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,686,699 | 40,147 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,218,153 | 13,248 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,514,299 | 30,543 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $417,623 | 4,631 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $346,194 | 4,463 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $295,275 | 4,211 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $269,947 | 4,171 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $293,012 | 4,171 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $282,842 | 4,065 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||