Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,350,807
-$17,258 QoQ
Shares Held
35,010
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#575
of 2,360 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, 2026ANCHYRA PARTNERS LLC holds $5,707,387 across 7 Utilities - Regulated Electric names. SO ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
35,010 | $3,350,807 | |
| 2 | NEE |
Nextera Energy Inc
|
7,561 | $663,628 | |
| 3 | EVRG |
Evergy, Inc.
|
5,324 | $460,153 | |
| 4 | DUK |
Duke Energy CORP
|
3,495 | $442,397 | |
| 5 | XEL |
Xcel Energy Inc
|
4,106 | $329,711 | |
| 6 | NGG |
National Grid PLC
|
3,068 | $254,245 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,509 | $206,446 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,350,807 | 35,010 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,368,065 | 34,895 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,028,979 | 34,736 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||