Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,006,677
-$8,520 QoQ
Shares Held
10,518
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,014
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, 20261834 INVESTMENT ADVISORS CO holds $25,075,271 across 7 Utilities - Regulated Electric names. SO ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
96,305 | $7,169,907 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
56,469 | $6,593,885 | |
| 3 | ES |
Eversource Energy
|
86,248 | $6,233,142 | |
| 4 | POR |
Portland General Electric Co /Or/
|
44,581 | $2,310,633 | |
| 5 | SO |
Southern Co
This page
|
10,518 | $1,006,677 | |
| 6 | AEP |
American Electric Power Co Inc
|
7,272 | $994,882 | |
| 7 | D |
Dominion Energy, Inc
|
11,219 | $766,145 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,677 | 10,518 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,015,197 | 10,518 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $981,261 | 11,253 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,095,825 | 11,563 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,088,460 | 11,853 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,120,226 | 12,183 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,053,449 | 12,797 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,174,323 | 13,022 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,385,245 | 17,858 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,354,307 | 18,878 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,490,330 | 21,254 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,389,344 | 21,467 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,487,614 | 21,176 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,715,355 | 24,653 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,677,920 | 23,497 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,796,288 | 26,416 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,441,158 | 132,396 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $10,043,577 | 138,513 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $9,925,171 | 144,724 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $9,083,872 | 146,585 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,577,413 | 141,752 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $8,554,334 | 137,618 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,102,739 | 131,902 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,088,451 | 130,735 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $540,795 | 10,430 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $384,989 | 7,111 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||