Position in SO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,810,318
-$176,808 QoQ
Shares Held
81,604
-1.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#371
of 2,356 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. SO ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
This page
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,810,318 | 81,604 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $7,987,126 | 82,751 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,031,895 | 80,641 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,440,961 | 78,516 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,598,197 | 82,742 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $7,286,209 | 79,241 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,573,581 | 79,854 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,606,051 | 84,343 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,814,524 | 87,850 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,576,907 | 91,677 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,809,736 | 125,638 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $21,648,451 | 334,494 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $23,865,189 | 339,718 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,607,662 | 353,660 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $25,404,964 | 355,762 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $24,526,648 | 360,686 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,131,549 | 366,450 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $26,612,257 | 367,015 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,982,048 | 364,276 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,435,804 | 362,043 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,252,613 | 367,751 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $22,918,889 | 368,708 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $22,465,135 | 365,703 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $19,851,134 | 366,122 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,178,018 | 369,875 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $20,890,947 | 385,869 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||