Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$799,465
-$17,962 QoQ
Shares Held
8,353
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,143
of 2,354 holders
Holding Since
Dec 2020
20 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $32,343,748 across 16 Utilities - Regulated Electric names. SO ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
153,160 | $17,313,206 | |
| 2 | EVRG |
Evergy, Inc.
|
45,710 | $3,950,715 | |
| 3 | NEE |
Nextera Energy Inc
|
41,739 | $3,663,432 | |
| 4 | CNP |
Centerpoint Energy Inc
|
33,033 | $1,454,773 | |
| 5 | DUK |
Duke Energy CORP
|
10,291 | $1,302,634 | |
| 6 | SO |
Southern Co
This page
|
8,353 | $799,465 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,547 | $647,723 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,538 | $620,843 |
All Filings in SO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,465 | 8,353 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $817,427 | 8,469 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $679,549 | 7,793 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $823,456 | 8,689 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $696,714 | 7,587 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $603,008 | 6,558 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $588,834 | 7,153 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $586,801 | 6,507 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $476,279 | 6,140 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $420,468 | 5,861 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $340,713 | 4,859 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $274,348 | 4,239 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $428,595 | 6,101 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $378,723 | 5,443 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $332,413 | 4,655 | Shares | Sole | 2023-02-16 | |
| 2022-06-30 | $315,974 | 4,431 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $314,983 | 4,344 | Shares | Sole | 2022-05-11 | |
| 2021-06-30 | $395,009 | 6,528 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $363,014 | 5,840 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $282,025 | 4,591 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||