Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$478,741
-$45,459 QoQ
Shares Held
5,002
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,435
of 2,360 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Valued Retirements, Inc. holds $730,080 across 2 Utilities - Regulated Electric names. SO ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
5,002 | $478,741 | |
| 2 | XEL |
Xcel Energy Inc
|
3,130 | $251,339 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,741 | 5,002 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $524,200 | 5,431 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $467,479 | 5,361 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $500,954 | 5,286 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $485,413 | 5,286 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $448,348 | 4,876 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $408,718 | 4,965 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $446,661 | 4,953 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $323,389 | 4,169 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $445,146 | 6,205 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $434,183 | 6,192 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||