Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$618,382
-$890 QoQ
Shares Held
6,461
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,281
of 2,359 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, 2026Colonial Trust Advisors holds $27,517,878 across 16 Utilities - Regulated Electric names. SO ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
135,471 | $17,147,919 | |
| 2 | NEE |
Nextera Energy Inc
|
91,382 | $8,020,598 | |
| 3 | SO |
Southern Co
This page
|
6,461 | $618,382 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
4,372 | $510,518 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,074 | $420,553 | |
| 6 | D |
Dominion Energy, Inc
|
3,290 | $224,674 | |
| 7 | XEL |
Xcel Energy Inc
|
1,795 | $144,138 | |
| 8 | ETR |
Entergy Corp /De/
|
1,220 | $140,129 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,382 | 6,461 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $619,272 | 6,416 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $568,456 | 6,519 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $614,488 | 6,484 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $502,218 | 5,469 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $485,679 | 5,282 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $398,264 | 4,838 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $497,883 | 5,521 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $432,142 | 5,571 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $403,465 | 5,624 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $394,775 | 5,630 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $483,652 | 7,473 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $538,958 | 7,672 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $594,421 | 8,543 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $422,104 | 5,911 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $447,440 | 6,580 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $373,379 | 5,236 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $343,407 | 4,736 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $324,794 | 4,736 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $293,489 | 4,736 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $328,932 | 5,436 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $337,901 | 5,436 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $361,699 | 5,888 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $330,091 | 6,088 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $292,226 | 5,636 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $305,133 | 5,636 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||