Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$609,194
+$246,859 QoQ
Shares Held
6,365
+69.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,290
of 2,360 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $7,505,366 across 7 Utilities - Regulated Electric names. SO ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
61,644 | $5,410,493 | |
| 2 | SO |
Southern Co
This page
|
6,365 | $609,194 | |
| 3 | EXC |
Exelon Corp
|
10,108 | $471,234 | |
| 4 | DUK |
Duke Energy CORP
|
2,790 | $353,157 | |
| 5 | FE |
Firstenergy Corp
|
6,607 | $314,095 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,367 | $276,393 | |
| 7 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,000 | $70,800 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,194 | 6,365 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $362,335 | 3,754 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $591,739 | 6,786 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $479,251 | 5,057 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $304,323 | 3,314 | Shares | Defined | 2025-08-14 | |
| 2024-06-30 | $126,982 | 1,637 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $66,144 | 922 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||