Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$66,997
-$567 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,154
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, 2026Purpose Unlimited Inc. holds $22,890,947 across 10 Utilities - Regulated Electric names. SO ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
308,000 | $16,330,159 | |
| 2 | FTS |
Fortis Inc.
|
100,553 | $5,754,648 | |
| 3 | NEE |
Nextera Energy Inc
|
3,325 | $291,835 | |
| 4 | XEL |
Xcel Energy Inc
|
3,296 | $264,668 | |
| 5 | DUK |
Duke Energy CORP
|
1,106 | $139,997 | |
| 6 | SO |
Southern Co
This page
|
700 | $66,997 | |
| 7 | AEP |
American Electric Power Co Inc
|
217 | $29,687 | |
| 8 | NGG |
National Grid PLC
|
114 | $9,447 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,997 | 700 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||