Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$85,564
New position
Shares Held
894
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,133
of 2,356 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Highland Investment Advisors LLC holds $1,217,567 across 23 Utilities - Regulated Electric names. SO ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
4,255 | $496,856 | |
| 2 | DTE |
Dte Energy Co
|
2,000 | $304,740 | |
| 3 | SO |
Southern Co
This page
|
894 | $85,564 | |
| 4 | NEE |
Nextera Energy Inc
|
800 | $70,216 | |
| 5 | MGEE |
Mge Energy Inc
|
738 | $60,176 | |
| 6 | LNT |
Alliant Energy Corp
|
740 | $56,454 | |
| 7 | XEL |
Xcel Energy Inc
|
500 | $40,150 | |
| 8 | FE |
Firstenergy Corp
|
731 | $34,751 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,564 | 894 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||