Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$818,607
+$92,874 QoQ
Shares Held
8,553
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,130
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, 2026Northstar Financial Companies, Inc. holds $7,515,040 across 6 Utilities - Regulated Electric names. SO ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
17,345 | $2,372,969 | |
| 2 | NEE |
Nextera Energy Inc
|
25,183 | $2,210,311 | |
| 3 | ED |
Consolidated Edison Inc
|
8,898 | $984,385 | |
| 4 | DUK |
Duke Energy CORP
|
7,187 | $909,730 | |
| 5 | SO |
Southern Co
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|
8,553 | $818,607 | |
| 6 | ETR |
Entergy Corp /De/
|
1,907 | $219,038 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,607 | 8,553 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $725,733 | 7,519 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,037,069 | 11,893 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,454,435 | 15,347 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,102,878 | 12,010 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $754,817 | 8,209 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $563,974 | 6,851 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||