Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$821,096
+$12,355 QoQ
Shares Held
8,579
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,127
of 2,360 holders
Holding Since
Mar 2020
25 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, 2026Aviance Capital Partners, LLC holds $5,336,129 across 7 Utilities - Regulated Electric names. SO ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,760 | $1,198,455 | |
| 2 | NEE |
Nextera Energy Inc
|
12,863 | $1,128,985 | |
| 3 | DUK |
Duke Energy CORP
|
8,517 | $1,078,081 | |
| 4 | SO |
Southern Co
This page
|
8,579 | $821,096 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
4,500 | $481,500 | |
| 6 | D |
Dominion Energy, Inc
|
5,477 | $374,024 | |
| 7 | XEL |
Xcel Energy Inc
|
3,163 | $253,988 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,096 | 8,579 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $808,741 | 8,379 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $730,125 | 8,373 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $792,940 | 8,367 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $758,974 | 8,265 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $754,909 | 8,210 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $683,091 | 8,298 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $747,772 | 8,292 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $580,766 | 7,487 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $529,799 | 7,385 | Shares | Sole | 2024-04-18 | |
| 2023-09-30 | $223,737 | 3,457 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $297,017 | 4,228 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $297,245 | 4,272 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $308,419 | 4,319 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $242,624 | 3,568 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $567,128 | 7,953 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $576,236 | 7,947 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $521,550 | 7,605 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $470,848 | 7,598 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $432,707 | 7,151 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $444,071 | 7,144 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $446,104 | 7,262 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $393,420 | 7,256 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $375,808 | 7,248 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $392,027 | 7,241 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||