Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$571,580
-$1,362 QoQ
Shares Held
5,972
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,325
of 2,360 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CALTON & ASSOCIATES, INC. holds $6,539,495 across 11 Utilities - Regulated Electric names. SO ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,252 | $1,676,196 | |
| 2 | ED |
Consolidated Edison Inc
|
8,536 | $944,337 | |
| 3 | XEL |
Xcel Energy Inc
|
8,838 | $709,691 | |
| 4 | SO |
Southern Co
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|
5,972 | $571,580 | |
| 5 | DUK |
Duke Energy CORP
|
4,493 | $568,723 | |
| 6 | NEE |
Nextera Energy Inc
|
5,848 | $513,278 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,971 | $484,606 | |
| 8 | ETR |
Entergy Corp /De/
|
3,321 | $381,450 |
All Filings in SO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,580 | 5,972 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $572,942 | 5,936 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $539,157 | 6,183 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $511,473 | 5,397 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $499,463 | 5,439 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $293,688 | 3,194 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $214,898 | 2,383 | Shares | Sole | 2024-10-21 | |
| 2022-12-31 | $218,586 | 3,061 | Shares | Sole | 2023-01-18 | |
| 2022-06-30 | $200,381 | 2,810 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $203,825 | 2,811 | Shares | Sole | 2022-04-26 | |
| 2021-09-30 | $263,682 | 4,255 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $287,483 | 4,751 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $278,974 | 4,488 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $326,316 | 5,312 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $419,554 | 7,738 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $400,282 | 7,720 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $418,610 | 7,732 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||