Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,619,317
+$106,753 QoQ
Shares Held
16,919
+8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#834
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, 2026AGP FRANKLIN, LLC holds $9,783,248 across 8 Utilities - Regulated Electric names. SO ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
13,860 | $1,754,398 | |
| 2 | SO |
Southern Co
This page
|
16,919 | $1,619,317 | |
| 3 | D |
Dominion Energy, Inc
|
23,357 | $1,595,049 | |
| 4 | IDA |
Idacorp Inc
|
9,975 | $1,509,217 | |
| 5 | NEE |
Nextera Energy Inc
|
16,123 | $1,415,115 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,848 | $1,347,304 | |
| 7 | DTE |
Dte Energy Co
|
2,145 | $326,833 | |
| 8 | ES |
Eversource Energy
|
2,989 | $216,015 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,619,317 | 16,919 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,512,564 | 15,671 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,532,016 | 17,569 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,641,416 | 17,320 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,535,856 | 16,725 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $394,465 | 4,290 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $342,780 | 4,164 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||