Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$872,588
-$17,229 QoQ
Shares Held
9,117
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,089
of 2,360 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CAMBIENT FAMILY OFFICE, LLC holds $6,880,863 across 7 Utilities - Regulated Electric names. SO ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
54,027 | $4,741,949 | |
| 2 | SO |
Southern Co
This page
|
9,117 | $872,588 | |
| 3 | DUK |
Duke Energy CORP
|
2,413 | $305,437 | |
| 4 | EXC |
Exelon Corp
|
6,440 | $300,232 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
2,891 | $234,633 | |
| 6 | ED |
Consolidated Edison Inc
|
1,946 | $215,285 | |
| 7 | ES |
Eversource Energy
|
2,916 | $210,739 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,588 | 9,117 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $889,817 | 9,219 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $717,132 | 8,224 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||