Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,004,057
-$48,080 QoQ
Shares Held
73,180
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#408
of 2,356 holders
Holding Since
Sep 2025
4 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, 2026SCHNIEDERS CAPITAL MANAGEMENT, LLC. holds $43,950,110 across 11 Utilities - Regulated Electric names. SO ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
142,352 | $9,721,218 | |
| 2 | SO |
Southern Co
This page
|
73,180 | $7,004,057 | |
| 3 | DUK |
Duke Energy CORP
|
49,223 | $6,230,647 | |
| 4 | ES |
Eversource Energy
|
85,704 | $6,193,828 | |
| 5 | NEE |
Nextera Energy Inc
|
63,801 | $5,599,813 | |
| 6 | AEP |
American Electric Power Co Inc
|
22,297 | $3,050,452 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
26,628 | $1,907,097 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
17,695 | $1,893,365 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,004,057 | 73,180 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,052,137 | 73,064 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,300,016 | 60,780 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,611,995 | 59,217 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||