Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,712,686
-$31,421 QoQ
Shares Held
38,791
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#544
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, 2026Smartleaf Asset Management LLC holds $21,284,917 across 38 Utilities - Regulated Electric names. SO ranks #1 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
38,791 | $3,712,686 | |
| 2 | DUK |
Duke Energy CORP
|
25,543 | $3,233,232 | |
| 3 | NEE |
Nextera Energy Inc
|
36,104 | $3,168,848 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,577 | $1,173,419 | |
| 5 | CMS |
Cms Energy Corp
|
12,414 | $949,671 | |
| 6 | NGG |
National Grid PLC
|
11,345 | $940,160 | |
| 7 | XEL |
Xcel Energy Inc
|
11,236 | $902,250 | |
| 8 | D |
Dominion Energy, Inc
|
11,635 | $794,554 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,712,686 | 38,791 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,744,107 | 38,791 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,163,441 | 36,278 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,750,225 | 29,020 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,170,861 | 23,640 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,364,402 | 25,714 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,856,398 | 22,551 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,563,811 | 17,341 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,089,470 | 14,045 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $885,702 | 12,346 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $639,704 | 9,123 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||