Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$141,357,735
-$4,950,080 QoQ
Shares Held
1,476,938
-2.6% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#66
of 2,360 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, 2026HighTower Advisors, LLC holds $988,609,128 across 33 Utilities - Regulated Electric names. SO ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
This page
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,357,735 | 1,476,938 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $146,307,815 | 1,515,829 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $134,887,500 | 1,546,875 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $145,543,406 | 1,535,754 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $139,699,877 | 1,521,288 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $136,306,036 | 1,482,393 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $123,866,327 | 1,504,693 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $93,723,532 | 1,039,294 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $71,919,956 | 927,162 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $67,729,088 | 944,091 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $70,937,178 | 1,011,654 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $67,174,959 | 1,037,932 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $77,671,842 | 1,105,649 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $73,878,582 | 1,061,779 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $69,948,737 | 979,537 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $58,373,308 | 858,431 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $59,776,106 | 838,257 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $58,806,842 | 811,017 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $52,035,143 | 758,751 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $45,710,063 | 737,616 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $43,348,879 | 716,392 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $41,521,077 | 667,971 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $44,530,975 | 724,906 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $35,678,007 | 658,023 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $31,181,034 | 601,370 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $32,454,656 | 599,458 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||