Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,922,801
-$401,261 QoQ
Shares Held
32,323
-11.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#773
of 2,360 holders
Holding Since
Mar 2023
12 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, 2026Ethos Financial Group, LLC holds $21,779,705 across 18 Utilities - Regulated Electric names. SO ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,933 | $4,119,309 | |
| 2 | D |
Dominion Energy, Inc
|
31,620 | $2,159,329 | |
| 3 | SO |
Southern Co
This page
|
32,323 | $1,922,801 | |
| 4 | ED |
Consolidated Edison Inc
|
16,289 | $1,802,052 | |
| 5 | AEP |
American Electric Power Co Inc
|
12,046 | $1,648,013 | |
| 6 | DUK |
Duke Energy CORP
|
11,427 | $1,446,429 | |
| 7 | POR |
Portland General Electric Co /Or/
|
27,815 | $1,441,651 | |
| 8 | PPL |
PPL Corp
|
38,730 | $1,407,835 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOJD | $294,583 | 15,311 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $1,628,218 | 17,012 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 SOJD | $295,502 | 15,311 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $2,028,560 | 21,017 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 SOJD | $309,894 | 15,311 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $1,832,682 | 21,017 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 SOJD | $321,224 | 15,311 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $2,061,057 | 21,748 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 SOJD | $303,157 | 15,311 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $1,893,534 | 20,620 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,045,982 | 44,002 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 SOJD | $316,937 | 15,311 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $280,052 | 3,402 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 SOJD | $363,483 | 15,311 | Shares | Sole | 2024-11-07 | |
| 2024-09-30 | $208,225 | 2,309 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 SOJD | $337,913 | 15,311 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 SOJD | $351,999 | 15,311 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 SOJD | $344,191 | 15,311 | Shares | Sole | 2024-02-07 | |
| 2023-03-31 SOJD | $346,028 | 15,311 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||