Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,301,815
+$926,401 QoQ
Shares Held
347,945
+3.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#160
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Waverly Advisors, LLC holds $132,199,298 across 27 Utilities - Regulated Electric names. SO ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
347,945 | $33,301,815 | |
| 2 | AEP |
American Electric Power Co Inc
|
185,178 | $25,334,202 | |
| 3 | NEE |
Nextera Energy Inc
|
193,331 | $16,968,661 | |
| 4 | DUK |
Duke Energy CORP
|
126,743 | $16,043,128 | |
| 5 | D |
Dominion Energy, Inc
|
106,769 | $7,291,255 | |
| 6 | XEL |
Xcel Energy Inc
|
73,580 | $5,908,473 | |
| 7 | EXC |
Exelon Corp
|
102,569 | $4,781,766 | |
| 8 | DTE |
Dte Energy Co
|
26,700 | $4,068,279 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,301,815 | 347,945 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,375,414 | 335,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,155,930 | 334,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,782,423 | 240,397 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,775,068 | 226,234 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,692,152 | 225,037 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,057,879 | 219,362 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,048,246 | 166,869 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,475,194 | 160,825 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,576,261 | 91,668 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,257,807 | 74,983 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,326,002 | 82,293 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,326,355 | 75,820 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $4,947,137 | 71,100 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $4,766,902 | 66,754 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $3,970,724 | 58,393 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,936,758 | 41,183 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $2,311,981 | 31,885 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $2,132,494 | 31,095 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,046,435 | 33,023 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,002,457 | 33,093 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,798,164 | 28,928 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,180,500 | 19,217 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $941,421 | 17,363 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $896,434 | 17,289 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $961,688 | 17,763 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||