Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$30,435
-$1,995 QoQ
Shares Held
318
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,230
of 2,359 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Napier Financial, LLC holds $316,629 across 7 Utilities - Regulated Electric names. SO ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
2,581 | $209,473 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
315 | $36,782 | |
| 3 | SO |
Southern Co
This page
|
318 | $30,435 | |
| 4 | ES |
Eversource Energy
|
336 | $24,282 | |
| 5 | NEE |
Nextera Energy Inc
|
173 | $15,184 | |
| 6 | LNT |
Alliant Energy Corp
|
6 | $457 | |
| 7 | PCG |
PG&E Corp
|
1 | $16 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,435 | 318 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $32,430 | 336 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||