Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$409,447
-$129,134 QoQ
Shares Held
4,278
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,528
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026ALTFEST L J & CO INC holds $5,260,511 across 7 Utilities - Regulated Electric names. SO ranks #7 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,683 | $1,461,541 | |
| 2 | EVRG |
Evergy, Inc.
|
9,584 | $828,345 | |
| 3 | LNT |
Alliant Energy Corp
|
9,923 | $757,025 | |
| 4 | CMS |
Cms Energy Corp
|
8,993 | $687,964 | |
| 5 | DTE |
Dte Energy Co
|
4,316 | $657,628 | |
| 6 | ED |
Consolidated Edison Inc
|
4,145 | $458,561 | |
| 7 | SO |
Southern Co
This page
|
4,278 | $409,447 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,447 | 4,278 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $538,581 | 5,580 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $461,288 | 5,290 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $526,636 | 5,557 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $479,719 | 5,224 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $472,439 | 5,138 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $893,748 | 10,857 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $413,836 | 4,589 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $306,401 | 3,950 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $332,012 | 4,628 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $324,515 | 4,628 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $299,524 | 4,628 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $325,117 | 4,628 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $345,673 | 4,968 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $354,193 | 4,960 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $309,536 | 4,552 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $320,609 | 4,496 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $325,497 | 4,489 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $307,375 | 4,482 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $277,315 | 4,475 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $284,639 | 4,704 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $291,841 | 4,695 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $279,567 | 4,551 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $246,213 | 4,541 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $234,880 | 4,530 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $356,349 | 6,582 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||