Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$113,129
+$2,711 QoQ
Shares Held
1,182
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,101
of 2,356 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $1,703,755 across 29 Utilities - Regulated Electric names. SO ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
10,071 | $687,748 | |
| 2 | DUK |
Duke Energy CORP
|
1,775 | $224,679 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,035 | $141,598 | |
| 4 | ES |
Eversource Energy
|
1,861 | $134,494 | |
| 5 | PPL |
PPL Corp
|
3,285 | $119,409 | |
| 6 | SO |
Southern Co
This page
|
1,182 | $113,129 | |
| 7 | EVRG |
Evergy, Inc.
|
860 | $74,329 | |
| 8 | NEE |
Nextera Energy Inc
|
696 | $61,087 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,129 | 1,182 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $110,418 | 1,144 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $97,576 | 1,119 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $108,132 | 1,141 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $105,696 | 1,151 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $104,823 | 1,140 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||