Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$171,225
-$1,159 QoQ
Shares Held
1,789
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,064
of 2,359 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $1,297,814 across 13 Utilities - Regulated Electric names. SO ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
3,584 | $490,327 | |
| 2 | DUK |
Duke Energy CORP
|
2,831 | $358,347 | |
| 3 | SO |
Southern Co
This page
|
1,789 | $171,225 | |
| 4 | D |
Dominion Energy, Inc
|
1,240 | $84,679 | |
| 5 | ED |
Consolidated Edison Inc
|
674 | $74,564 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
340 | $36,380 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
365 | $29,623 | |
| 8 | EXC |
Exelon Corp
|
633 | $29,510 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,225 | 1,789 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $172,384 | 1,786 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||