Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,019
-$34 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,315
of 2,356 holders
Holding Since
Dec 2025
3 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, 2026Investors Portfolio Services LLC holds $100,065 across 14 Utilities - Regulated Electric names. SO ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
442 | $38,794 | |
| 2 | D |
Dominion Energy, Inc
|
300 | $20,487 | |
| 3 | XEL |
Xcel Energy Inc
|
121 | $9,716 | |
| 4 | DUK |
Duke Energy CORP
|
71 | $8,987 | |
| 5 | EXC |
Exelon Corp
|
137 | $6,386 | |
| 6 | SO |
Southern Co
This page
|
42 | $4,019 | |
| 7 | AEP |
American Electric Power Co Inc
|
27 | $3,693 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
32 | $2,597 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,019 | 42 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,053 | 42 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,702 | 31 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||