Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$267,988
-$2,268 QoQ
Shares Held
2,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,813
of 2,356 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, 2026McMillan Office, Inc. holds $5,060,506 across 12 Utilities - Regulated Electric names. SO ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
30,061 | $2,638,453 | |
| 2 | DUK |
Duke Energy CORP
|
5,865 | $742,391 | |
| 3 | DTE |
Dte Energy Co
|
3,808 | $580,224 | |
| 4 | D |
Dominion Energy, Inc
|
7,393 | $504,867 | |
| 5 | SO |
Southern Co
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|
2,800 | $267,988 | |
| 6 | LNT |
Alliant Energy Corp
|
1,544 | $117,791 | |
| 7 | AEP |
American Electric Power Co Inc
|
511 | $69,909 | |
| 8 | EIX |
Edison International
|
920 | $68,494 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,988 | 2,800 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $270,256 | 2,800 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $244,160 | 2,800 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||