Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$413,850
+$24,296 QoQ
Shares Held
4,324
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,530
of 2,375 holders
Holding Since
Dec 2025
3 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, 2026SmartHarvest Portfolios, LLC holds $2,975,738 across 10 Utilities - Regulated Electric names. SO ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
3,916 | $495,687 | |
| 2 | NEE |
Nextera Energy Inc
|
5,395 | $473,519 | |
| 3 | SO |
Southern Co
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|
4,324 | $413,850 | |
| 4 | D |
Dominion Energy, Inc
|
5,162 | $352,512 | |
| 5 | XEL |
Xcel Energy Inc
|
3,331 | $267,479 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,784 | $244,069 | |
| 7 | ED |
Consolidated Edison Inc
|
2,013 | $222,698 | |
| 8 | ETR |
Entergy Corp /De/
|
1,827 | $209,849 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,850 | 4,324 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $389,554 | 4,036 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $416,031 | 4,771 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||