Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,205,180
-$10,199 QoQ
Shares Held
12,592
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#940
of 2,360 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, 2026SRH ADVISORS, LLC holds $1,500,280 across 7 Utilities - Regulated Electric names. SO ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
12,592 | $1,205,180 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,000 | $136,810 | |
| 3 | EVRG |
Evergy, Inc.
|
1,196 | $103,370 | |
| 4 | EXC |
Exelon Corp
|
340 | $15,850 | |
| 5 | FE |
Firstenergy Corp
|
308 | $14,642 | |
| 6 | DUK |
Duke Energy CORP
|
100 | $12,658 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
110 | $11,770 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,180 | 12,592 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,215,379 | 12,592 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,099,766 | 12,612 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,186,994 | 12,525 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,150,170 | 12,525 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,151,673 | 12,525 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,031,058 | 12,525 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,129,504 | 12,525 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $971,564 | 12,525 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $898,543 | 12,525 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $878,253 | 12,525 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $814,501 | 12,585 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $879,881 | 12,525 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $871,489 | 12,525 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $894,410 | 12,525 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $851,700 | 12,525 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $893,157 | 12,525 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $922,689 | 12,725 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $872,680 | 12,725 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $800,962 | 12,925 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $782,091 | 12,925 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $790,986 | 12,725 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $781,696 | 12,725 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $689,949 | 12,725 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $711,641 | 13,725 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $710,587 | 13,125 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||