Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$296,509
-$75,865 QoQ
Shares Held
3,098
-19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,728
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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $7,802,349 across 9 Utilities - Regulated Electric names. SO ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
30,075 | $2,053,821 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,246 | $1,948,995 | |
| 3 | PCG |
PG&E Corp
|
57,881 | $973,558 | |
| 4 | EIX |
Edison International
|
12,240 | $911,268 | |
| 5 | FE |
Firstenergy Corp
|
10,649 | $506,253 | |
| 6 | DUK |
Duke Energy CORP
|
3,849 | $487,206 | |
| 7 | ES |
Eversource Energy
|
5,573 | $402,760 | |
| 8 | SO |
Southern Co
This page
|
3,098 | $296,509 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,509 | 3,098 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $372,374 | 3,858 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $407,834 | 4,677 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $467,879 | 4,937 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $453,364 | 4,937 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $449,175 | 4,885 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $402,133 | 4,885 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $440,529 | 4,885 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $378,929 | 4,885 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $303,818 | 4,235 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $313,015 | 4,464 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $287,033 | 4,435 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $311,558 | 4,435 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $320,763 | 4,610 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $334,912 | 4,690 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $320,416 | 4,712 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $336,012 | 4,712 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $367,263 | 5,065 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $399,135 | 5,820 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $366,862 | 5,920 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $364,270 | 6,020 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $383,216 | 6,165 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $350,765 | 5,710 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $325,862 | 6,010 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $311,618 | 6,010 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $336,209 | 6,210 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||