Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,153,114
-$60,142 QoQ
Shares Held
12,048
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#962
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026AdvisorNet Financial, Inc holds $16,708,636 across 29 Utilities - Regulated Electric names. SO ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
76,078 | $3,350,475 | |
| 2 | FE |
Firstenergy Corp
|
60,176 | $2,860,767 | |
| 3 | NEE |
Nextera Energy Inc
|
26,989 | $2,368,824 | |
| 4 | XEL |
Xcel Energy Inc
|
18,776 | $1,507,712 | |
| 5 | EXC |
Exelon Corp
|
27,450 | $1,279,719 | |
| 6 | SO |
Southern Co
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|
12,048 | $1,153,114 | |
| 7 | DUK |
Duke Energy CORP
|
7,038 | $890,870 | |
| 8 | DTE |
Dte Energy Co
|
5,218 | $795,066 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,114 | 12,048 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,213,256 | 12,570 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,133,861 | 13,003 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,006,362 | 10,619 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $954,021 | 10,389 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $875,547 | 9,522 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $654,361 | 7,949 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $657,772 | 7,294 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $522,356 | 6,734 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $475,277 | 6,625 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $539,012 | 7,687 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $584,292 | 9,028 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $857,331 | 12,204 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $840,735 | 12,083 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $895,838 | 12,545 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $900,728 | 13,246 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,044,406 | 14,646 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,030,947 | 14,218 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $897,163 | 13,082 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $800,962 | 12,925 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $631,058 | 10,429 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $699,362 | 11,251 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $682,487 | 11,110 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $602,655 | 11,115 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,133,492 | 21,861 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $974,574 | 18,001 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||