Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,302,531
+$15,856,375 QoQ
Shares Held
964,398
+21.8% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#85
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026JONES FINANCIAL COMPANIES LLLP holds $1,180,108,070 across 40 Utilities - Regulated Electric names. SO ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,743,676 | $220,714,507 | |
| 2 | NGG |
National Grid PLC
|
2,272,626 | $188,332,516 | |
| 3 | NEE |
Nextera Energy Inc
|
2,009,730 | $176,394,002 | |
| 4 | SO |
Southern Co
This page
|
964,398 | $92,302,531 | |
| 5 | D |
Dominion Energy, Inc
|
1,190,474 | $81,297,468 | |
| 6 | AEP |
American Electric Power Co Inc
|
570,666 | $78,072,814 | |
| 7 | EVRG |
Evergy, Inc.
|
742,711 | $64,192,511 | |
| 8 | DTE |
Dte Energy Co
|
409,786 | $62,439,092 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,302,531 | 964,398 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $76,446,156 | 792,024 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,363,254 | 187,652 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,598,004 | 164,588 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $13,069,612 | 142,324 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,304,608 | 122,943 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $7,587,845 | 92,175 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,146,752 | 57,072 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,315,774 | 29,854 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $648,601 | 9,041 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $312,103 | 4,451 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $281,726 | 4,353 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $278,260 | 3,961 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $336,210 | 4,832 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $318,345 | 4,458 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $282,336 | 4,152 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $485,193 | 6,804 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $665,931 | 9,184 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $499,811 | 7,288 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $479,214 | 7,733 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $309,569 | 5,116 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $379,921 | 6,112 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $627,876 | 10,221 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $460,543 | 8,494 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $620,021 | 11,958 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $419,855 | 7,755 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||