Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,144,781
+$59,117 QoQ
Shares Held
105,995
+1.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#322
of 2,360 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $34,967,413 across 6 Utilities - Regulated Electric names. SO ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
196,687 | $17,263,217 | |
| 2 | SO |
Southern Co
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|
105,995 | $10,144,781 | |
| 3 | DUK |
Duke Energy CORP
|
49,227 | $6,231,153 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,169 | $707,170 | |
| 5 | ED |
Consolidated Edison Inc
|
3,158 | $349,369 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,327 | $271,723 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,144,781 | 105,995 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,085,664 | 104,493 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,513,423 | 97,631 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,166,425 | 86,171 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,607,564 | 82,844 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,535,486 | 81,952 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,971,739 | 72,543 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,093,462 | 67,570 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,057,408 | 65,198 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,276,062 | 59,605 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||