Position in SO
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$86,426
-$55 QoQ
Shares Held
903
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,135
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, 2026Roxbury Financial LLC holds $1,872,491 across 11 Utilities - Regulated Electric names. SO ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
10,683 | $1,352,254 | |
| 2 | FE |
Firstenergy Corp
|
3,239 | $155,666 | |
| 3 | NEE |
Nextera Energy Inc
|
1,100 | $97,526 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
1,090 | $88,464 | |
| 5 | SO |
Southern Co
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|
903 | $86,426 | |
| 6 | EVRG |
Evergy, Inc.
|
399 | $34,716 | |
| 7 | AEE |
Ameren Corp
|
292 | $33,007 | |
| 8 | AEP |
American Electric Power Co Inc
|
102 | $13,954 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,426 | 903 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $86,481 | 896 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $77,520 | 889 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $83,492 | 881 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $80,259 | 874 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $78,893 | 858 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $96,561 | 1,173 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||