Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,348,621
-$74,134 QoQ
Shares Held
118,573
+0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#292
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STEPHENS INC /AR/ holds $126,764,472 across 20 Utilities - Regulated Electric names. SO ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
345,986 | $43,794,907 | |
| 2 | NEE |
Nextera Energy Inc
|
202,587 | $17,781,060 | |
| 3 | AEP |
American Electric Power Co Inc
|
116,856 | $15,987,069 | |
| 4 | SO |
Southern Co
This page
|
118,573 | $11,348,621 | |
| 5 | ED |
Consolidated Edison Inc
|
72,152 | $7,982,175 | |
| 6 | ETR |
Entergy Corp /De/
|
60,462 | $6,944,665 | |
| 7 | D |
Dominion Energy, Inc
|
100,227 | $6,844,501 | |
| 8 | ES |
Eversource Energy
|
77,914 | $5,630,844 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,348,621 | 118,573 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $11,422,755 | 118,346 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $10,484,753 | 120,238 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $11,257,917 | 118,792 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $10,761,465 | 117,189 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $10,744,081 | 116,847 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $11,586,869 | 140,754 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $23,394,495 | 259,420 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $17,113,493 | 220,620 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $15,585,801 | 217,254 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $14,654,448 | 208,991 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $10,489,364 | 162,073 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,524,433 | 149,814 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,090,561 | 145,021 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,993,115 | 139,940 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,373,808 | 152,556 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $9,719,339 | 136,297 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $9,421,296 | 129,931 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $8,507,074 | 124,046 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $8,385,718 | 135,319 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $8,257,799 | 136,470 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,189,642 | 131,751 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,941,996 | 145,564 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $7,337,375 | 135,326 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,016,601 | 135,325 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $6,872,910 | 126,947 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||