Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,578,511
-$138,914 QoQ
Shares Held
120,975
-0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#292
of 2,375 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, 2026Advisory Services Network, LLC holds $75,926,920 across 28 Utilities - Regulated Electric names. SO ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
180,010 | $15,799,468 | |
| 2 | SO |
Southern Co
This page
|
120,975 | $11,578,511 | |
| 3 | DUK |
Duke Energy CORP
|
79,942 | $10,119,049 | |
| 4 | ETR |
Entergy Corp /De/
|
49,335 | $5,666,613 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,972 | $5,484,913 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,103 | $3,822,874 | |
| 7 | FE |
Firstenergy Corp
|
59,696 | $2,837,942 | |
| 8 | EVRG |
Evergy, Inc.
|
31,255 | $2,701,364 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,578,511 | 120,975 | Shares | Other | 2026-08-12 | |
| 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. | ||||||