Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,300
-$4,436 QoQ
Shares Held
233
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,254
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, 2026Tidemark, LLC holds $755,451 across 21 Utilities - Regulated Electric names. SO ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,219 | $194,761 | |
| 2 | DUK |
Duke Energy CORP
|
1,163 | $147,212 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
1,317 | $140,919 | |
| 4 | ENIC |
Enel Chile S.A.
|
17,677 | $79,546 | |
| 5 | ETR |
Entergy Corp /De/
|
500 | $57,430 | |
| 6 | XEL |
Xcel Energy Inc
|
505 | $40,551 | |
| 7 | ED |
Consolidated Edison Inc
|
358 | $39,605 | |
| 8 | SO |
Southern Co
This page
|
233 | $22,300 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,300 | 233 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $26,736 | 277 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,718 | 272 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,777 | 272 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $24,977 | 272 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,010 | 272 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,391 | 272 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,290 | 225 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,453 | 225 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,141 | 225 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,777 | 225 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||