Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,492,069
+$39,349 QoQ
Shares Held
130,520
+1.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#282
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 1%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. SO ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
This page
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
38,959 | $3,161,912 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,492,069 | 130,520 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,452,720 | 129,017 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,171,104 | 128,109 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,882,262 | 125,380 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,208,586 | 122,058 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,701,557 | 127,260 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,155,818 | 123,370 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,782,281 | 119,564 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,024,338 | 116,338 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,202,321 | 114,334 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,383,827 | 119,564 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $7,849,565 | 121,285 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,783,006 | 125,025 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,920,133 | 41,968 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,826,979 | 39,588 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,626,908 | 38,631 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,716,982 | 38,101 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,752,262 | 37,957 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,515,308 | 36,677 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,245,792 | 36,240 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,187,618 | 36,153 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,247,270 | 36,153 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,283,291 | 37,169 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,012,212 | 37,112 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,946,086 | 37,533 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,035,934 | 37,605 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||