Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$995,575
-$16,533 QoQ
Shares Held
10,402
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,023
of 2,354 holders
Holding Since
Dec 2024
7 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $1,149,496 across 2 Utilities - Regulated Electric names. SO ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
10,402 | $995,575 | |
| 2 | DUK |
Duke Energy CORP
|
1,216 | $153,921 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,575 | 10,402 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,012,108 | 10,486 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $905,223 | 10,381 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $943,719 | 9,958 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $893,414 | 9,729 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $870,398 | 9,466 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $737,751 | 8,962 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||