Position in SO
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$35,986
+$17,937 QoQ
Shares Held
376
+101.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,219
of 2,360 holders
Holding Since
Mar 2026
2 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, 2026GILL CAPITAL PARTNERS, LLC holds $483,220 across 7 Utilities - Regulated Electric names. SO ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,021 | $265,153 | |
| 2 | D |
Dominion Energy, Inc
|
1,207 | $82,426 | |
| 3 | XEL |
Xcel Energy Inc
|
528 | $42,398 | |
| 4 | DUK |
Duke Energy CORP
|
309 | $39,113 | |
| 5 | SO |
Southern Co
This page
|
376 | $35,986 | |
| 6 | AEE |
Ameren Corp
|
100 | $11,304 | |
| 7 | AEP |
American Electric Power Co Inc
|
50 | $6,840 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,986 | 376 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $18,049 | 187 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||