Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,257,602
+$203,782 QoQ
Shares Held
23,390
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Compound Planning, Inc. holds $26,185,295 across 27 Utilities - Regulated Electric names. SO ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
85,498 | $7,941,053 | |
| 2 | DUK |
Duke Energy CORP
|
21,420 | $2,804,733 | |
| 3 | SO |
Southern Co
This page
|
23,390 | $2,257,602 | |
| 4 | ETR |
Entergy Corp /De/
|
16,395 | $1,842,141 | |
| 5 | AEP |
American Electric Power Co Inc
|
10,786 | $1,413,828 | |
| 6 | NGG |
National Grid PLC
|
14,947 | $1,264,516 | |
| 7 | LNT |
Alliant Energy Corp
|
10,953 | $785,987 | |
| 8 | D |
Dominion Energy, Inc
|
11,521 | $712,228 |
All Filings in SO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,257,602 | 23,390 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,053,820 | 23,553 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $2,011,019 | 21,220 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,628,415 | 50,402 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,841,574 | 20,028 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,662,534 | 20,196 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,819,381 | 20,175 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,464,444 | 18,879 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,163,120 | 16,213 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $566,920 | 8,085 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $268,134 | 4,143 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $299,827 | 4,268 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||