Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$490,513
-$4,152 QoQ
Shares Held
5,125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,412
of 2,354 holders
Holding Since
Mar 2023
14 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, 2026Pinnacle West Asset Management, Inc. holds $3,804,409 across 9 Utilities - Regulated Electric names. SO ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
8,045 | $706,109 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,665 | $638,218 | |
| 3 | DUK |
Duke Energy CORP
|
4,495 | $568,977 | |
| 4 | SO |
Southern Co
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|
5,125 | $490,513 | |
| 5 | ED |
Consolidated Edison Inc
|
2,940 | $325,252 | |
| 6 | OGE |
Oge Energy Corp.
|
6,065 | $295,122 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,520 | $294,260 | |
| 8 | D |
Dominion Energy, Inc
|
4,100 | $279,989 |
All Filings in SO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,513 | 5,125 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $494,665 | 5,125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,032 | 5,310 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $512,705 | 5,410 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $495,422 | 5,395 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $496,989 | 5,405 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $444,939 | 5,405 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $487,422 | 5,405 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $419,265 | 5,405 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $384,167 | 5,355 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $374,090 | 5,335 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $332,984 | 5,145 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $349,493 | 4,975 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $349,639 | 5,025 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||