Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$621,349
+$11,440 QoQ
Shares Held
6,492
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,285
of 2,375 holders
Holding Since
Jun 2024
9 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, 2026PDS Planning, Inc holds $7,480,887 across 15 Utilities - Regulated Electric names. SO ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,266 | $1,603,206 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,431 | $1,153,445 | |
| 3 | KEP |
Korea Electric Power Corp
|
68,239 | $825,691 | |
| 4 | SO |
Southern Co
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|
6,492 | $621,349 | |
| 5 | DUK |
Duke Energy CORP
|
4,530 | $573,407 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,381 | $436,721 | |
| 7 | NGG |
National Grid PLC
|
4,248 | $352,031 | |
| 8 | DTE |
Dte Energy Co
|
2,057 | $313,425 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,349 | 6,492 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $609,909 | 6,319 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $576,566 | 6,612 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $582,361 | 6,145 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $554,102 | 6,034 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $324,583 | 3,530 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $248,688 | 3,021 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $335,199 | 3,717 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $232,167 | 2,993 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||