Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,294,477
-$14,913 QoQ
Shares Held
13,525
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#900
of 2,354 holders
Holding Since
Mar 2020
26 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, 2026Glen Eagle Advisors, LLC holds $11,773,918 across 18 Utilities - Regulated Electric names. SO ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,743 | $6,647,963 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
19,954 | $1,619,466 | |
| 3 | SO |
Southern Co
This page
|
13,525 | $1,294,477 | |
| 4 | DUK |
Duke Energy CORP
|
7,052 | $892,642 | |
| 5 | EXC |
Exelon Corp
|
7,473 | $348,391 | |
| 6 | PPL |
PPL Corp
|
5,922 | $215,264 | |
| 7 | ED |
Consolidated Edison Inc
|
1,729 | $191,279 | |
| 8 | ETR |
Entergy Corp /De/
|
1,306 | $150,007 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,477 | 13,525 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,309,390 | 13,566 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,198,040 | 13,739 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,419,180 | 14,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,333,004 | 14,516 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,349,366 | 14,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,192,652 | 14,488 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $643,163 | 7,132 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $460,067 | 5,931 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $334,595 | 4,664 | Shares | Sole | 2024-07-03 | |
| 2023-12-31 | $338,609 | 4,829 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $324,441 | 5,013 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $343,382 | 4,888 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $322,642 | 4,637 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $387,542 | 5,427 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $386,988 | 5,691 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $432,923 | 6,071 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $430,781 | 5,941 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $407,433 | 5,941 | Shares | Sole | 2024-08-13 | |
| 2021-09-30 | $467,315 | 7,541 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $457,818 | 7,566 | Shares | Sole | 2024-08-13 | |
| 2021-03-31 | $482,734 | 7,766 | Shares | Sole | 2024-08-13 | |
| 2020-12-31 | $472,458 | 7,691 | Shares | Sole | 2024-08-13 | |
| 2020-09-30 | $430,235 | 7,935 | Shares | Sole | 2024-08-13 | |
| 2020-06-30 | $463,279 | 8,935 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $482,387 | 8,910 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||