Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$47,472
-$1,270 QoQ
Shares Held
496
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,192
of 2,356 holders
Holding Since
Jun 2025
5 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, 2026Kilter Group LLC holds $408,910 across 30 Utilities - Regulated Electric names. SO ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
839 | $106,200 | |
| 2 | SO |
Southern Co
This page
|
496 | $47,472 | |
| 3 | CMS |
Cms Energy Corp
|
341 | $26,086 | |
| 4 | NEE |
Nextera Energy Inc
|
285 | $25,014 | |
| 5 | EXC |
Exelon Corp
|
525 | $24,475 | |
| 6 | FE |
Firstenergy Corp
|
378 | $17,970 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
160 | $17,120 | |
| 8 | DTE |
Dte Energy Co
|
100 | $15,237 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,472 | 496 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $48,742 | 505 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,510 | 132 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,604 | 133 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $9,366 | 102 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||