Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$67,564
+$6,524 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Purpose Unlimited Inc. holds $22,276,992 across 10 Utilities - Regulated Electric names. SO ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
298,031 | $15,458,866 | |
| 2 | FTS |
Fortis Inc.
|
100,026 | $5,580,449 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,302 | $432,826 | |
| 4 | NEE |
Nextera Energy Inc
|
3,325 | $308,826 | |
| 5 | XEL |
Xcel Energy Inc
|
3,132 | $248,806 | |
| 6 | DUK |
Duke Energy CORP
|
1,186 | $155,294 | |
| 7 | SO |
Southern Co
This page
|
700 | $67,564 | |
| 8 | NGG |
National Grid PLC
|
217 | $18,358 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,564 | 700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,040 | 700 | Shares | Sole | 2026-03-20 | |
| No filing history on record for this holder in this stock. | ||||||