Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$586,223
+$115,302 QoQ
Shares Held
6,125
+25.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,315
of 2,354 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $9,350,839 across 15 Utilities - Regulated Electric names. SO ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,478 | $2,762,824 | |
| 2 | DUK |
Duke Energy CORP
|
11,565 | $1,463,897 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,867 | $802,664 | |
| 4 | EXC |
Exelon Corp
|
13,283 | $619,253 | |
| 5 | SO |
Southern Co
This page
|
6,125 | $586,223 | |
| 6 | ED |
Consolidated Edison Inc
|
4,938 | $546,290 | |
| 7 | AEE |
Ameren Corp
|
3,418 | $386,370 | |
| 8 | DTE |
Dte Energy Co
|
2,494 | $380,010 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,223 | 6,125 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $470,921 | 4,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $421,263 | 4,831 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $473,755 | 4,999 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $452,538 | 4,928 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $419,200 | 4,559 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $393,983 | 4,786 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $507,623 | 5,629 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $399,407 | 5,149 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $372,402 | 5,191 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $395,617 | 5,642 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $362,885 | 5,607 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $426,698 | 6,074 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $403,633 | 5,801 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $418,462 | 5,860 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $543,048 | 7,986 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $524,271 | 7,352 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $548,610 | 7,566 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $524,431 | 7,647 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $413,153 | 6,667 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $388,353 | 6,418 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $298,554 | 4,803 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $228,949 | 3,727 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||