Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,590,060
+$251,969 QoQ
Shares Held
47,958
+6.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#497
of 2,354 holders
Holding Since
Sep 2024
8 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, 2026Diversified Enterprises, LLC holds $10,969,804 across 14 Utilities - Regulated Electric names. SO ranks #1 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
47,958 | $4,590,060 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
13,220 | $1,543,699 | |
| 3 | NEE |
Nextera Energy Inc
|
9,739 | $854,792 | |
| 4 | EXC |
Exelon Corp
|
13,791 | $642,936 | |
| 5 | ETR |
Entergy Corp /De/
|
4,563 | $524,106 | |
| 6 | DUK |
Duke Energy CORP
|
3,462 | $438,219 | |
| 7 | FE |
Firstenergy Corp
|
8,725 | $414,786 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,676 | $366,103 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,590,060 | 47,958 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,338,091 | 44,945 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,927,313 | 45,038 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,256,689 | 44,916 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,076,333 | 44,390 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,658,506 | 39,788 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,402,591 | 29,186 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,613,957 | 28,986 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||