Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$103,749
+$2,403 QoQ
Shares Held
1,084
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,111
of 2,356 holders
Holding Since
Dec 2022
14 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, 2026Trifecta Capital Advisors, LLC holds $477,238 across 18 Utilities - Regulated Electric names. SO ranks #3 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,770 | $155,352 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,001 | $136,946 | |
| 3 | SO |
Southern Co
This page
|
1,084 | $103,749 | |
| 4 | D |
Dominion Energy, Inc
|
1,100 | $75,119 | |
| 5 | EXC |
Exelon Corp
|
30 | $1,398 | |
| 6 | NGG |
National Grid PLC
|
15 | $1,243 | |
| 7 | DUK |
Duke Energy CORP
|
9 | $1,139 | |
| 8 | FE |
Firstenergy Corp
|
12 | $570 |
All Filings in SO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,749 | 1,084 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $101,346 | 1,050 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $2,179 | 23 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,112 | 23 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,114 | 23 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,893 | 23 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,074 | 23 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,784 | 23 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,650 | 23 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,612 | 23 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,488 | 23 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,615 | 23 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,600 | 23 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,642 | 23 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||