Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,173
New position
Shares Held
890
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,136
of 2,359 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, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,308,719 across 33 Utilities - Regulated Electric names. SO ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,581 | $226,520 | |
| 2 | DUK |
Duke Energy CORP
|
1,306 | $165,304 | |
| 3 | DTE |
Dte Energy Co
|
788 | $120,060 | |
| 4 | ETR |
Entergy Corp /De/
|
788 | $90,505 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
733 | $85,585 | |
| 6 | SO |
Southern Co
This page
|
890 | $85,173 | |
| 7 | AEP |
American Electric Power Co Inc
|
547 | $74,825 | |
| 8 | XEL |
Xcel Energy Inc
|
679 | $54,519 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,173 | 890 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||