Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,303,747
+$209,378 QoQ
Shares Held
65,863
+4.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#432
of 2,359 holders
Holding Since
Dec 2020
21 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, 2026MONEY CONCEPTS CAPITAL CORP holds $30,015,253 across 12 Utilities - Regulated Electric names. SO ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
59,300 | $7,506,194 | |
| 2 | SO |
Southern Co
This page
|
65,863 | $6,303,747 | |
| 3 | ED |
Consolidated Edison Inc
|
35,807 | $3,961,328 | |
| 4 | LNT |
Alliant Energy Corp
|
40,487 | $3,088,753 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,336 | $2,371,738 | |
| 6 | NEE |
Nextera Energy Inc
|
21,819 | $1,915,053 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
15,764 | $1,840,762 | |
| 8 | ETR |
Entergy Corp /De/
|
10,058 | $1,155,261 |
All Filings in SO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,303,747 | 65,863 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,094,369 | 63,141 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,225,547 | 59,926 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,238,411 | 55,275 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,048,905 | 54,981 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,994,724 | 54,320 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,183,831 | 50,824 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,533,438 | 50,271 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,923,878 | 50,585 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,652,498 | 50,913 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,557,397 | 50,733 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,349,065 | 51,747 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,588,519 | 65,317 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $31,747,753 | 456,277 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $32,967,140 | 461,660 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,118,944 | 398,808 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,503,939 | 63,160 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,323,452 | 87,208 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,194,147 | 61,157 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $3,328,916 | 53,554 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,267,461 | 53,190 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||