Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,267,391
+$25,372 QoQ
Shares Held
13,242
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#913
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $4,944,137 across 15 Utilities - Regulated Electric names. SO ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
13,242 | $1,267,391 | |
| 2 | EIX |
Edison International
|
14,865 | $1,106,699 | |
| 3 | ED |
Consolidated Edison Inc
|
8,899 | $984,496 | |
| 4 | NEE |
Nextera Energy Inc
|
6,499 | $570,417 | |
| 5 | DUK |
Duke Energy CORP
|
3,460 | $437,966 | |
| 6 | D |
Dominion Energy, Inc
|
2,142 | $146,277 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,049 | $143,513 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
850 | $90,950 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,267,391 | 13,242 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,242,019 | 12,868 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,121,828 | 12,865 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,218,836 | 12,861 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,180,658 | 12,857 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,181,833 | 12,853 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,057,729 | 12,849 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||