Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,345
-$105 QoQ
Shares Held
129
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,283
of 2,354 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aspect Partners, LLC holds $782,967 across 20 Utilities - Regulated Electric names. SO ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
4,476 | $305,665 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
2,300 | $186,667 | |
| 3 | LNT |
Alliant Energy Corp
|
1,611 | $122,902 | |
| 4 | NEE |
Nextera Energy Inc
|
474 | $41,602 | |
| 5 | EIX |
Edison International
|
400 | $29,780 | |
| 6 | SO |
Southern Co
This page
|
129 | $12,345 | |
| 7 | AEP |
American Electric Power Co Inc
|
82 | $11,217 | |
| 8 | EVRG |
Evergy, Inc.
|
119 | $10,285 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,345 | 129 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $12,450 | 129 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $11,248 | 129 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,544 | 259 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $23,416 | 255 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $10,574 | 115 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $9,466 | 115 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $10,280 | 114 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $8,842 | 114 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $8,178 | 114 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $7,993 | 114 | Shares | Other | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||