Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$391,166
+$11,939 QoQ
Shares Held
4,087
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,565
of 2,360 holders
Holding Since
Mar 2025
6 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, 2026LaSalle St. Investment Advisors, LLC holds $3,002,953 across 8 Utilities - Regulated Electric names. SO ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
25,769 | $1,201,350 | |
| 2 | SO |
Southern Co
This page
|
4,087 | $391,166 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
3,209 | $260,442 | |
| 4 | DUK |
Duke Energy CORP
|
1,990 | $251,894 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,749 | $239,280 | |
| 6 | NEE |
Nextera Energy Inc
|
2,546 | $223,462 | |
| 7 | ES |
Eversource Energy
|
3,059 | $221,073 | |
| 8 | PCG |
PG&E Corp
|
12,740 | $214,286 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,166 | 4,087 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $379,227 | 3,929 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $277,644 | 3,184 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $241,284 | 2,546 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $256,573 | 2,794 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $258,103 | 2,807 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||