Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,274,091
+$56,685 QoQ
Shares Held
13,312
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#907
of 2,354 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, 2026Dougherty & Associates, LLC holds $10,221,601 across 12 Utilities - Regulated Electric names. SO ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
19,358 | $2,450,335 | |
| 2 | ED |
Consolidated Edison Inc
|
20,312 | $2,247,116 | |
| 3 | SO |
Southern Co
This page
|
13,312 | $1,274,091 | |
| 4 | HE |
Hawaiian Electric Industries Inc
|
71,855 | $972,198 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,032 | $587,586 | |
| 6 | EIX |
Edison International
|
7,460 | $555,397 | |
| 7 | DTE |
Dte Energy Co
|
3,276 | $499,164 | |
| 8 | ETR |
Entergy Corp /De/
|
4,220 | $484,709 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,274,091 | 13,312 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,217,406 | 12,613 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,040,470 | 11,932 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||