Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$775,538
-$8,493 QoQ
Shares Held
8,103
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,163
of 2,356 holders
Holding Since
Mar 2024
10 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, 2026NORDEN GROUP LLC holds $13,040,194 across 14 Utilities - Regulated Electric names. SO ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
20,013 | $2,737,978 | |
| 2 | DUK |
Duke Energy CORP
|
19,163 | $2,425,652 | |
| 3 | NEE |
Nextera Energy Inc
|
11,974 | $1,050,957 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
8,780 | $1,025,240 | |
| 5 | PCG |
PG&E Corp
|
57,149 | $961,246 | |
| 6 | XEL |
Xcel Energy Inc
|
10,511 | $844,033 | |
| 7 | SO |
Southern Co
This page
|
8,103 | $775,538 | |
| 8 | EXC |
Exelon Corp
|
16,088 | $750,022 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,538 | 8,103 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $784,031 | 8,123 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $734,660 | 8,425 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $913,488 | 9,639 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $822,429 | 8,956 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $718,313 | 7,812 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $668,767 | 8,124 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $706,109 | 7,830 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $562,770 | 7,255 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $376,203 | 5,244 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||