Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$117,244
+$112,129 QoQ
Shares Held
1,225
+2211.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,098
of 2,356 holders
Holding Since
Mar 2020
17 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, 2026IMA Advisory Services, Inc. holds $578,365 across 24 Utilities - Regulated Electric names. SO ranks #1 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
1,225 | $117,244 | |
| 2 | DUK |
Duke Energy CORP
|
647 | $81,897 | |
| 3 | NEE |
Nextera Energy Inc
|
559 | $49,063 | |
| 4 | AEE |
Ameren Corp
|
423 | $47,815 | |
| 5 | EVRG |
Evergy, Inc.
|
553 | $47,795 | |
| 6 | AEP |
American Electric Power Co Inc
|
348 | $47,609 | |
| 7 | XEL |
Xcel Energy Inc
|
498 | $39,989 | |
| 8 | EXC |
Exelon Corp
|
838 | $39,067 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,244 | 1,225 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,115 | 53 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,272 | 49 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $758 | 8 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $734 | 8 | Shares | Sole | 2025-08-08 | |
| 2022-12-31 | $30,777 | 431 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $29,308 | 431 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $30,734 | 431 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $31,251 | 431 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $29,557 | 431 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,709 | 431 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $26,079 | 431 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,790 | 431 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $26,476 | 431 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $23,368 | 431 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $22,347 | 431 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $23,334 | 431 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||