Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$410,883
-$2,126 QoQ
Shares Held
4,293
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,526
of 2,359 holders
Holding Since
Sep 2021
20 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, 2026Southland Equity Partners LLC holds $4,152,142 across 8 Utilities - Regulated Electric names. SO ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,448 | $917,020 | |
| 2 | EIX |
Edison International
|
9,698 | $722,016 | |
| 3 | AEP |
American Electric Power Co Inc
|
4,869 | $666,127 | |
| 4 | DUK |
Duke Energy CORP
|
4,815 | $609,482 | |
| 5 | SO |
Southern Co
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|
4,293 | $410,883 | |
| 6 | ED |
Consolidated Edison Inc
|
3,255 | $360,100 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
2,359 | $252,413 | |
| 8 | PPL |
PPL Corp
|
5,890 | $214,101 |
All Filings in SO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,883 | 4,293 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $413,009 | 4,279 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $368,594 | 4,227 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $396,517 | 4,184 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $385,043 | 4,193 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $385,270 | 4,190 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $349,366 | 4,244 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $407,343 | 4,517 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $360,700 | 4,650 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $346,360 | 4,828 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $336,015 | 4,792 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $303,601 | 4,691 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $321,815 | 4,581 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $318,398 | 4,576 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $317,274 | 4,443 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $288,320 | 4,240 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $295,223 | 4,140 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $300,191 | 4,140 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $266,090 | 3,880 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $232,697 | 3,755 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||