Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,199,681
-$79,682 QoQ
Shares Held
33,431
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#592
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Avantax Planning Partners, Inc. holds $10,133,480 across 9 Utilities - Regulated Electric names. SO ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
33,431 | $3,199,681 | |
| 2 | LNT |
Alliant Energy Corp
|
28,389 | $2,165,796 | |
| 3 | NEE |
Nextera Energy Inc
|
18,988 | $1,666,576 | |
| 4 | DUK |
Duke Energy CORP
|
6,521 | $825,428 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,667 | $661,735 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,031 | $551,481 | |
| 7 | ED |
Consolidated Edison Inc
|
4,890 | $540,980 | |
| 8 | XEL |
Xcel Energy Inc
|
3,276 | $263,062 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,199,681 | 33,431 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,279,363 | 33,976 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,386,499 | 38,836 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,744,931 | 39,516 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,696,983 | 40,259 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,525,087 | 38,337 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,179,116 | 38,619 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,344,235 | 37,084 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,040,278 | 39,194 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,103,185 | 43,256 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $760,311 | 10,843 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $643,769 | 9,947 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $673,557 | 9,588 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $790,915 | 11,367 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $811,503 | 11,364 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $758,336 | 11,152 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $796,247 | 11,166 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $878,676 | 12,118 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $821,999 | 11,986 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $767,870 | 12,391 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $667,001 | 11,023 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $685,127 | 11,022 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $719,775 | 11,717 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $690,166 | 12,729 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $640,243 | 12,348 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $668,899 | 12,355 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||