Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,053,097
-$6,789 QoQ
Shares Held
11,003
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#987
of 2,354 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, 2026Kuhn & Co Investment Counsel holds $5,769,988 across 7 Utilities - Regulated Electric names. SO ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,295 | $1,693,522 | |
| 2 | SO |
Southern Co
This page
|
11,003 | $1,053,097 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
8,596 | $919,772 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,673 | $912,933 | |
| 5 | DUK |
Duke Energy CORP
|
5,696 | $720,999 | |
| 6 | PPL |
PPL Corp
|
7,018 | $255,104 | |
| 7 | XEL |
Xcel Energy Inc
|
2,672 | $214,561 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,053,097 | 11,003 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,059,886 | 10,981 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $957,020 | 10,975 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,036,689 | 10,939 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,007,834 | 10,975 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,011,358 | 10,999 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $905,437 | 10,999 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $986,479 | 10,939 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $848,538 | 10,939 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $784,763 | 10,939 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $767,042 | 10,939 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||