Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$872,779
-$25,532 QoQ
Shares Held
9,119
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,085
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $23,259,193 across 19 Utilities - Regulated Electric names. SO ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
82,294 | $11,258,642 | |
| 2 | NEE |
Nextera Energy Inc
|
68,034 | $5,971,344 | |
| 3 | DUK |
Duke Energy CORP
|
32,050 | $4,056,889 | |
| 4 | SO |
Southern Co
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|
9,119 | $872,779 | |
| 5 | D |
Dominion Energy, Inc
|
5,702 | $389,389 | |
| 6 | AEE |
Ameren Corp
|
931 | $105,240 | |
| 7 | OGE |
Oge Energy Corp.
|
2,000 | $97,320 | |
| 8 | EIX |
Edison International
|
1,256 | $93,509 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,779 | 9,119 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $898,311 | 9,307 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $810,611 | 9,296 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $879,844 | 9,284 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $826,470 | 9,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $840,331 | 9,139 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,570,336 | 19,076 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,720,634 | 19,080 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,478,018 | 19,054 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,349,142 | 18,806 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,313,487 | 18,732 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,217,965 | 18,819 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,327,303 | 18,894 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,383,319 | 19,881 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,689,417 | 23,658 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,603,576 | 23,582 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,680,848 | 23,571 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $1,673,893 | 23,085 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $896,546 | 13,073 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $841,056 | 13,572 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $830,197 | 13,720 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $852,089 | 13,708 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $841,283 | 13,695 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $741,892 | 13,683 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $710,707 | 13,707 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $739,335 | 13,656 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||