Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,717,425
-$552,919 QoQ
Shares Held
121,399
-13.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Advisory Services Network, LLC holds $71,058,274 across 37 Utilities - Regulated Electric names. SO ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
161,960 | $15,042,837 | |
| 2 | SO |
Southern Co
This page
|
121,399 | $11,717,425 | |
| 3 | DUK |
Duke Energy CORP
|
75,979 | $9,948,684 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
45,635 | $5,283,159 | |
| 5 | ETR |
Entergy Corp /De/
|
38,618 | $4,339,116 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,574 | $3,851,110 | |
| 7 | FE |
Firstenergy Corp
|
54,825 | $2,777,432 | |
| 8 | AEP |
American Electric Power Co Inc
|
17,813 | $2,334,920 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,717,425 | 121,399 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,270,344 | 140,715 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,767,870 | 124,173 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $11,349,356 | 123,591 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $11,054,685 | 120,225 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,547,081 | 128,123 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,058,139 | 122,623 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,511,861 | 122,623 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,618,696 | 120,138 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,617,254 | 122,893 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,086,426 | 140,396 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,861,763 | 140,381 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,224,082 | 146,940 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $10,541,255 | 147,616 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,911,340 | 145,755 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,433,109 | 174,353 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $11,474,920 | 158,253 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $9,806,732 | 142,997 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,397,801 | 135,514 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,108,724 | 100,954 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,097,554 | 82,007 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $6,260,328 | 101,910 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,685,778 | 104,865 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,080,934 | 97,993 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,438,598 | 118,925 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||