Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$608,524
-$5,150 QoQ
Shares Held
6,358
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,288
of 2,354 holders
Holding Since
Dec 2020
23 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, 2026SEARLE & CO. holds $7,946,106 across 8 Utilities - Regulated Electric names. SO ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
32,904 | $2,887,984 | |
| 2 | AEP |
American Electric Power Co Inc
|
15,410 | $2,108,242 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
8,200 | $957,514 | |
| 4 | SO |
Southern Co
This page
|
6,358 | $608,524 | |
| 5 | CNP |
Centerpoint Energy Inc
|
10,334 | $455,109 | |
| 6 | DUK |
Duke Energy CORP
|
3,186 | $403,283 | |
| 7 | FE |
Firstenergy Corp
|
5,837 | $277,490 | |
| 8 | D |
Dominion Energy, Inc
|
3,631 | $247,960 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,524 | 6,358 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $613,674 | 6,358 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $554,417 | 6,358 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $593,070 | 6,258 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $665,767 | 7,250 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $758,587 | 8,250 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $473,340 | 5,750 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $347,914 | 3,858 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $447,734 | 5,772 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $276,772 | 3,858 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $270,522 | 3,858 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $270,270 | 4,176 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $297,579 | 4,236 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $297,524 | 4,276 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $364,191 | 5,100 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $482,800 | 7,100 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $506,301 | 7,100 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $297,291 | 4,100 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $281,178 | 4,100 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $254,077 | 4,100 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $248,091 | 4,100 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $254,856 | 4,100 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $251,863 | 4,100 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||