Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$317,852
-$1,339 QoQ
Shares Held
3,321
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#1,683
of 2,359 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, 2026CDKV HOLDINGS LLC holds $526,985 across 7 Utilities - Regulated Electric names. SO ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,321 | $317,852 | |
| 2 | AEP |
American Electric Power Co Inc
|
540 | $73,877 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
426 | $45,582 | |
| 4 | DTE |
Dte Energy Co
|
239 | $36,416 | |
| 5 | DUK |
Duke Energy CORP
|
178 | $22,531 | |
| 6 | NEE |
Nextera Energy Inc
|
250 | $21,942 | |
| 7 | EIX |
Edison International
|
118 | $8,785 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,852 | 3,321 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $319,191 | 3,307 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $287,236 | 3,294 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||