Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,287,337
-$1,422,575 QoQ
Shares Held
86,588
-13.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#357
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, 2026Private Advisor Group, LLC holds $99,494,944 across 28 Utilities - Regulated Electric names. SO ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
247,270 | $21,702,887 | |
| 2 | DUK |
Duke Energy CORP
|
75,287 | $9,529,828 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,832 | $9,006,475 | |
| 4 | SO |
Southern Co
This page
|
86,588 | $8,287,337 | |
| 5 | D |
Dominion Energy, Inc
|
95,883 | $6,547,850 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
74,794 | $6,070,281 | |
| 7 | ED |
Consolidated Edison Inc
|
42,998 | $4,756,868 | |
| 8 | XEL |
Xcel Energy Inc
|
57,252 | $4,597,335 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,287,337 | 86,588 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,709,912 | 100,600 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,252,268 | 106,104 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,259,908 | 118,813 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,609,487 | 115,534 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,185,209 | 110,769 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,128,217 | 110,887 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $9,968,136 | 110,536 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,459,163 | 109,052 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,658,818 | 106,758 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,139,478 | 101,818 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,657,369 | 87,413 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,273,746 | 89,306 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,217,112 | 89,352 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,055,422 | 92,768 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $6,150,124 | 90,443 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $7,324,963 | 102,720 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $7,480,204 | 103,161 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,955,040 | 101,415 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,853,396 | 126,729 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $5,996,541 | 99,100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,024,112 | 96,913 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $5,396,809 | 87,853 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $4,480,307 | 82,632 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $4,306,453 | 83,056 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,185,563 | 77,310 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||