Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$19,620
+$316 QoQ
Shares Held
205
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,258
of 2,356 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, 2026Navigoe, LLC holds $287,549 across 28 Utilities - Regulated Electric names. SO ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
2,099 | $143,340 | |
| 2 | EIX |
Edison International
|
1,526 | $113,610 | |
| 3 | SO |
Southern Co
This page
|
205 | $19,620 | |
| 4 | AEP |
American Electric Power Co Inc
|
6 | $820 | |
| 5 | ETR |
Entergy Corp /De/
|
6 | $689 | |
| 6 | EXC |
Exelon Corp
|
13 | $606 | |
| 7 | ES |
Eversource Energy
|
8 | $578 | |
| 8 | CNP |
Centerpoint Energy Inc
|
13 | $572 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,620 | 205 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $19,304 | 200 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $17,440 | 200 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,954 | 200 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $18,366 | 200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,390 | 200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $16,464 | 200 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||