Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$237,647
-$2,012 QoQ
Shares Held
2,483
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,924
of 2,360 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, 2026Monetary Solutions, Ltd holds $535,063 across 10 Utilities - Regulated Electric names. SO ranks #1 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,483 | $237,647 | |
| 2 | LNT |
Alliant Energy Corp
|
1,456 | $111,078 | |
| 3 | AEP |
American Electric Power Co Inc
|
750 | $102,607 | |
| 4 | DUK |
Duke Energy CORP
|
401 | $50,758 | |
| 5 | EIX |
Edison International
|
280 | $20,846 | |
| 6 | NEE |
Nextera Energy Inc
|
58 | $5,090 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
20 | $2,335 | |
| 8 | CMS |
Cms Energy Corp
|
30 | $2,295 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,647 | 2,483 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $239,659 | 2,483 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $216,517 | 2,483 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||