Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$782,620
-$31,236 QoQ
Shares Held
8,177
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,160
of 2,359 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOWE & RUSLING INC holds $49,100,907 across 12 Utilities - Regulated Electric names. SO ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
269,147 | $23,623,031 | |
| 2 | DTE |
Dte Energy Co
|
77,083 | $11,745,136 | |
| 3 | CMS |
Cms Energy Corp
|
116,029 | $8,876,218 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,036 | $962,595 | |
| 5 | SO |
Southern Co
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|
8,177 | $782,620 | |
| 6 | ETR |
Entergy Corp /De/
|
6,695 | $768,987 | |
| 7 | PPL |
PPL Corp
|
18,067 | $656,735 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,142 | $498,484 |
All Filings in SO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,620 | 8,177 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $813,856 | 8,432 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $814,186 | 9,337 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $650,406 | 6,863 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $581,100 | 6,328 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $567,423 | 6,171 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $503,139 | 6,112 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $651,821 | 7,228 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $359,847 | 4,639 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $234,231 | 3,265 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $244,329 | 3,478 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $234,581 | 3,285 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $182,104 | 2,678 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $183,623 | 2,575 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $70,697 | 975 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $66,865 | 975 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $2,843 | 47 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $291,922 | 5,392 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||