Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$225,779
+$21,833 QoQ
Shares Held
2,359
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,958
of 2,360 holders
Holding Since
Mar 2022
11 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, 2026Financial Engines Advisors L.L.C. holds $3,912,287 across 7 Utilities - Regulated Electric names. SO ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,376 | $1,349,551 | |
| 2 | ED |
Consolidated Edison Inc
|
7,669 | $848,421 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,309 | $452,704 | |
| 4 | ES |
Eversource Energy
|
5,849 | $422,707 | |
| 5 | EXC |
Exelon Corp
|
7,781 | $362,750 | |
| 6 | DUK |
Duke Energy CORP
|
1,978 | $250,375 | |
| 7 | SO |
Southern Co
This page
|
2,359 | $225,779 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,779 | 2,359 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $203,946 | 2,113 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $297,177 | 3,408 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $522,467 | 5,513 | Shares | Sole | 2025-11-17 | |
| 2024-06-30 | $320,984 | 4,138 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $248,507 | 3,464 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $351,429 | 5,430 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $393,540 | 5,602 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $221,013 | 3,095 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $315,261 | 4,421 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $294,318 | 4,059 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||