Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,525,808
-$6,060 QoQ
Shares Held
15,942
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#855
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026Everstar Asset Management, LLC holds $6,658,636 across 6 Utilities - Regulated Electric names. SO ranks #1 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
15,942 | $1,525,808 | |
| 2 | AEP |
American Electric Power Co Inc
|
9,461 | $1,294,359 | |
| 3 | LNT |
Alliant Energy Corp
|
16,329 | $1,245,739 | |
| 4 | CIG |
Energy Co Of Minas Gerais
|
569,165 | $1,195,246 | |
| 5 | FE |
Firstenergy Corp
|
24,590 | $1,169,008 | |
| 6 | DUK |
Duke Energy CORP
|
1,805 | $228,476 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,525,808 | 15,942 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,531,868 | 15,871 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,425,632 | 16,349 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,395,772 | 14,728 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $979,550 | 10,667 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $992,692 | 10,796 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $871,274 | 10,584 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||