Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,790,329
-$23,615 QoQ
Shares Held
29,154
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#640
of 2,360 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $7,506,611 across 7 Utilities - Regulated Electric names. SO ranks #1 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
29,154 | $2,790,329 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
23,150 | $2,703,225 | |
| 3 | POR |
Portland General Electric Co /Or/
|
23,314 | $1,208,364 | |
| 4 | DUK |
Duke Energy CORP
|
3,666 | $464,042 | |
| 5 | NEE |
Nextera Energy Inc
|
3,206 | $281,390 | |
| 6 | ES |
Eversource Energy
|
620 | $44,807 | |
| 7 | XEL |
Xcel Energy Inc
|
180 | $14,454 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,790,329 | 29,154 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,813,944 | 29,154 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $2,542,228 | 29,154 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,762,924 | 29,154 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $2,679,966 | 29,184 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $2,683,468 | 29,184 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $2,416,750 | 29,358 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,656,432 | 29,457 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $2,317,869 | 29,881 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $2,165,113 | 30,180 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $2,172,247 | 30,979 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||