Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,126,698
+$119,898 QoQ
Shares Held
11,772
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#967
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, 2026MAINSAIL ASSET MANAGEMENT, LLC holds $3,809,470 across 8 Utilities - Regulated Electric names. SO ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
11,772 | $1,126,698 | |
| 2 | PCG |
PG&E Corp
|
38,964 | $655,374 | |
| 3 | EIX |
Edison International
|
8,409 | $626,050 | |
| 4 | ES |
Eversource Energy
|
5,333 | $385,415 | |
| 5 | DUK |
Duke Energy CORP
|
2,665 | $337,335 | |
| 6 | NEE |
Nextera Energy Inc
|
2,753 | $241,630 | |
| 7 | DTE |
Dte Energy Co
|
1,558 | $237,392 | |
| 8 | ED |
Consolidated Edison Inc
|
1,804 | $199,576 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,698 | 11,772 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,006,800 | 10,431 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $909,670 | 10,432 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $871,031 | 9,191 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $842,815 | 9,178 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $842,721 | 9,165 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $753,474 | 9,153 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $688,253 | 7,632 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $592,014 | 7,632 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $547,519 | 7,632 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $535,155 | 7,632 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||