Position in SO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$53,214
+$32 QoQ
Shares Held
556
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,183
of 2,356 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Strive Financial Group ,LLC holds $313,362 across 18 Utilities - Regulated Electric names. SO ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,273 | $199,501 | |
| 2 | SO |
Southern Co
This page
|
556 | $53,214 | |
| 3 | AEP |
American Electric Power Co Inc
|
100 | $13,681 | |
| 4 | XEL |
Xcel Energy Inc
|
153 | $12,285 | |
| 5 | ED |
Consolidated Edison Inc
|
77 | $8,518 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
90 | $7,304 | |
| 7 | PCG |
PG&E Corp
|
261 | $4,390 | |
| 8 | D |
Dominion Energy, Inc
|
50 | $3,414 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,214 | 556 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $53,182 | 551 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $47,698 | 547 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||