Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$60,488
-$512 QoQ
Shares Held
632
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,165
of 2,356 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BIRCHBROOK, INC. holds $305,837 across 8 Utilities - Regulated Electric names. SO ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
900 | $99,567 | |
| 2 | SO |
Southern Co
This page
|
632 | $60,488 | |
| 3 | AEP |
American Electric Power Co Inc
|
409 | $55,955 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
466 | $37,820 | |
| 5 | AEE |
Ameren Corp
|
179 | $20,234 | |
| 6 | LNT |
Alliant Energy Corp
|
230 | $17,546 | |
| 7 | EXC |
Exelon Corp
|
210 | $9,790 | |
| 8 | CMS |
Cms Energy Corp
|
58 | $4,437 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,488 | 632 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $61,000 | 632 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $55,110 | 632 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $59,894 | 632 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $58,036 | 632 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $58,112 | 632 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $84,954 | 1,032 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $36,072 | 400 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $31,028 | 400 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $28,696 | 400 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $28,048 | 400 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||