Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,251,886
+$97,218 QoQ
Shares Held
13,080
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#918
of 2,356 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $17,568,328 across 11 Utilities - Regulated Electric names. SO ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
50,755 | $4,454,766 | |
| 2 | AEP |
American Electric Power Co Inc
|
30,067 | $4,113,466 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
32,552 | $3,483,064 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
14,585 | $1,703,090 | |
| 5 | SO |
Southern Co
This page
|
13,080 | $1,251,886 | |
| 6 | DUK |
Duke Energy CORP
|
6,478 | $819,985 | |
| 7 | D |
Dominion Energy, Inc
|
8,396 | $573,362 | |
| 8 | LNT |
Alliant Energy Corp
|
5,881 | $448,661 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,886 | 13,080 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,154,668 | 11,963 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,111,451 | 12,746 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $732,761 | 7,732 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $705,070 | 7,678 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $552,895 | 6,013 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $494,990 | 6,013 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $625,217 | 6,933 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $544,153 | 7,015 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $502,466 | 7,004 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $513,138 | 7,318 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $476,598 | 7,364 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $525,118 | 7,475 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $589,829 | 8,477 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $611,341 | 8,561 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $603,772 | 8,879 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $632,876 | 8,875 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $643,236 | 8,871 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $527,654 | 7,694 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $453,310 | 7,315 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $436,277 | 7,210 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $452,649 | 7,282 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $370,975 | 6,039 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $329,874 | 6,084 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $297,048 | 5,729 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $298,148 | 5,507 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||