Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,271,331
-$769,355 QoQ
Shares Held
96,869
-6.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#337
of 2,356 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $68,652,224 across 36 Utilities - Regulated Electric names. SO ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
164,993 | $12,587,315 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
107,473 | $12,549,622 | |
| 3 | DUK |
Duke Energy CORP
|
78,752 | $9,968,428 | |
| 4 | SO |
Southern Co
This page
|
96,869 | $9,271,331 | |
| 5 | MGEE |
Mge Energy Inc
|
62,664 | $5,109,622 | |
| 6 | NEE |
Nextera Energy Inc
|
45,659 | $4,007,490 | |
| 7 | XEL |
Xcel Energy Inc
|
34,891 | $2,801,747 | |
| 8 | AEP |
American Electric Power Co Inc
|
16,377 | $2,240,537 |
All Filings in SO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,271,331 | 96,869 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,040,686 | 104,027 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,111,072 | 81,549 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,379,295 | 25,106 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,343,868 | 25,524 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,153,836 | 23,424 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,671,448 | 32,452 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,908,214 | 32,249 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,488,368 | 32,079 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,222,146 | 30,975 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $1,985,097 | 28,310 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $1,752,876 | 27,084 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,868,017 | 26,591 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,844,148 | 26,504 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,791,248 | 25,084 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,651,992 | 24,294 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,732,405 | 24,294 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,334,018 | 19,452 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $3,437,289 | 55,467 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,352,193 | 55,399 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,472,195 | 55,859 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||