Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$96,379
+$1,790 QoQ
Shares Held
1,007
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,121
of 2,356 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, 2026LRI Investments, LLC holds $1,917,606 across 35 Utilities - Regulated Electric names. SO ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,518 | $572,083 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,858 | $254,192 | |
| 3 | XEL |
Xcel Energy Inc
|
2,425 | $194,727 | |
| 4 | ED |
Consolidated Edison Inc
|
1,010 | $111,736 | |
| 5 | SO |
Southern Co
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|
1,007 | $96,379 | |
| 6 | DUK |
Duke Energy CORP
|
734 | $92,909 | |
| 7 | DTE |
Dte Energy Co
|
568 | $86,545 | |
| 8 | EIX |
Edison International
|
981 | $73,035 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,379 | 1,007 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $94,589 | 980 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $81,532 | 935 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $88,609 | 935 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $85,861 | 935 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $92,317 | 1,004 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $76,969 | 935 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $93,065 | 1,032 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $87,110 | 1,123 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $80,563 | 1,123 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||