Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,742,496
+$3,206 QoQ
Shares Held
18,206
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#807
of 2,359 holders
Holding Since
Mar 2020
25 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, 2026Focus Financial Network, Inc. holds $12,768,756 across 8 Utilities - Regulated Electric names. SO ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
76,389 | $6,134,036 | |
| 2 | SO |
Southern Co
This page
|
18,206 | $1,742,496 | |
| 3 | DUK |
Duke Energy CORP
|
12,562 | $1,590,097 | |
| 4 | NEE |
Nextera Energy Inc
|
12,629 | $1,108,447 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,287 | $734,132 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,725 | $646,427 | |
| 7 | ETR |
Entergy Corp /De/
|
5,128 | $589,002 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,089 | $224,119 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742,496 | 18,206 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,739,290 | 18,020 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,663,514 | 19,077 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,621,040 | 17,105 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,509,593 | 16,439 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,463,568 | 15,917 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,321,236 | 16,050 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,418,260 | 15,727 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,215,677 | 15,672 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,104,437 | 15,395 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $1,068,138 | 16,504 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $1,118,731 | 15,925 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $1,076,959 | 15,478 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $1,054,797 | 14,771 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $1,004,360 | 14,770 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $1,059,809 | 14,862 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $963,512 | 13,288 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $938,997 | 13,692 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $776,855 | 12,536 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $758,553 | 12,536 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $799,128 | 12,856 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $781,881 | 12,728 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $687,672 | 12,683 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $655,176 | 12,636 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $569,444 | 10,518 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||