Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$718,207
+$130,690 QoQ
Shares Held
7,504
+23.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,201
of 2,360 holders
Holding Since
Dec 2022
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, 2026FourThought Financial Partners, LLC holds $30,481,905 across 8 Utilities - Regulated Electric names. SO ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
265,529 | $23,305,480 | |
| 2 | DUK |
Duke Energy CORP
|
36,411 | $4,608,904 | |
| 3 | SO |
Southern Co
This page
|
7,504 | $718,207 | |
| 4 | D |
Dominion Energy, Inc
|
7,961 | $543,656 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,563 | $487,454 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,793 | $388,999 | |
| 7 | LNT |
Alliant Energy Corp
|
2,947 | $224,826 | |
| 8 | ES |
Eversource Energy
|
2,828 | $204,379 |
All Filings in SO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,207 | 7,504 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $587,517 | 6,087 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $571,160 | 6,550 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $671,919 | 7,090 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $674,124 | 7,341 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $695,785 | 7,567 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $644,812 | 7,833 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $611,870 | 8,529 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $676,587 | 9,649 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $696,063 | 10,755 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $799,374 | 11,379 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,929,383 | 27,729 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,892,507 | 26,502 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||