Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$168,162
+$42,107 QoQ
Shares Held
1,757
+34.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,064
of 2,356 holders
Holding Since
Dec 2023
11 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, 2026Nemes Rush Group LLC holds $2,576,317 across 24 Utilities - Regulated Electric names. SO ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
4,991 | $760,478 | |
| 2 | ES |
Eversource Energy
|
4,862 | $351,376 | |
| 3 | EXC |
Exelon Corp
|
5,088 | $237,202 | |
| 4 | NEE |
Nextera Energy Inc
|
2,400 | $210,648 | |
| 5 | FE |
Firstenergy Corp
|
4,024 | $191,300 | |
| 6 | DUK |
Duke Energy CORP
|
1,352 | $171,136 | |
| 7 | SO |
Southern Co
This page
|
1,757 | $168,162 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,135 | $155,279 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,162 | 1,757 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $126,055 | 1,306 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $106,122 | 1,217 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,088 | 117 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,764 | 139 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,574 | 115 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,384 | 114 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,190 | 113 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,765 | 113 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,106 | 113 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,923 | 113 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||