Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$60,393
New position
Shares Held
631
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,169
of 2,360 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Harborfront Financial Group LLC holds $539,943 across 7 Utilities - Regulated Electric names. SO ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
|
1,740 | $133,110 | |
| 2 | AEP |
American Electric Power Co Inc
|
858 | $117,382 | |
| 3 | DTE |
Dte Energy Co
|
504 | $76,794 | |
| 4 | NEE |
Nextera Energy Inc
|
814 | $71,444 | |
| 5 | SO |
Southern Co
This page
|
631 | $60,393 | |
| 6 | DUK |
Duke Energy CORP
|
323 | $40,885 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
342 | $39,935 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,393 | 631 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||