Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$80,396
-$680 QoQ
Shares Held
840
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,141
of 2,360 holders
Holding Since
Sep 2025
4 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, 2026CHAPMAN FINANCIAL GROUP, LLC holds $771,873 across 7 Utilities - Regulated Electric names. SO ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
8,010 | $547,002 | |
| 2 | SO |
Southern Co
This page
|
840 | $80,396 | |
| 3 | EXC |
Exelon Corp
|
1,433 | $66,806 | |
| 4 | DUK |
Duke Energy CORP
|
256 | $32,404 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
300 | $24,348 | |
| 6 | OGE |
Oge Energy Corp.
|
300 | $14,598 | |
| 7 | NEE |
Nextera Energy Inc
|
72 | $6,319 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,396 | 840 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $81,076 | 840 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $73,248 | 840 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $79,606 | 840 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||