Position in SO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$158,400
+$34,083 QoQ
Shares Held
1,655
+28.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,072
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, 2026JFS WEALTH ADVISORS, LLC holds $3,489,544 across 35 Utilities - Regulated Electric names. SO ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,392 | $1,148,109 | |
| 2 | DUK |
Duke Energy CORP
|
5,928 | $750,366 | |
| 3 | NEE |
Nextera Energy Inc
|
4,813 | $422,437 | |
| 4 | EXC |
Exelon Corp
|
6,579 | $306,712 | |
| 5 | FE |
Firstenergy Corp
|
4,564 | $216,972 | |
| 6 | SO |
Southern Co
This page
|
1,655 | $158,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,251 | $101,531 | |
| 8 | PPL |
PPL Corp
|
1,575 | $57,251 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,400 | 1,655 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $124,317 | 1,288 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $129,230 | 1,482 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $84,155 | 888 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $57,669 | 628 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $49,101 | 534 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $43,382 | 527 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $47,524 | 527 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $40,336 | 520 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $37,806 | 527 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $110,158 | 1,571 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $99,151 | 1,532 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $104,953 | 1,494 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $106,735 | 1,534 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $99,402 | 1,392 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $112,676 | 1,657 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $115,165 | 1,615 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $114,783 | 1,583 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $124,198 | 1,811 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $107,703 | 1,738 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $25,172 | 416 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,102 | 66 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $16,463 | 268 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,578 | 66 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,422 | 66 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $80,397 | 1,485 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||