Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,231,691
New position
Shares Held
12,869
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#929
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, 2026Markowski Investments holds $5,238,895 across 12 Utilities - Regulated Electric names. SO ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
26,866 | $3,400,698 | |
| 2 | SO |
Southern Co
This page
|
12,869 | $1,231,691 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,664 | $227,651 | |
| 4 | NEE |
Nextera Energy Inc
|
1,228 | $107,781 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
1,280 | $103,884 | |
| 6 | ES |
Eversource Energy
|
875 | $63,236 | |
| 7 | OGE |
Oge Energy Corp.
|
600 | $29,196 | |
| 8 | AEE |
Ameren Corp
|
174 | $19,668 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,231,691 | 12,869 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||