Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$62,074,921
+$282,817 QoQ
Shares Held
648,573
+1.3% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#107
of 2,356 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, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. SO ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,074,921 | 648,573 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $61,792,104 | 640,200 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $55,399,555 | 635,316 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $59,313,226 | 625,865 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $606,899 | 0 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $54,515,224 | 592,879 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $47,452,129 | 576,435 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $51,248,121 | 568,287 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $43,264,202 | 557,744 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $39,714,044 | 553,583 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $38,011,140 | 542,087 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $35,074,097 | 541,936 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $37,982,559 | 540,677 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $36,461,242 | 524,019 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $37,135,413 | 520,031 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $35,327,496 | 519,522 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $42,998,147 | 602,975 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $42,769,878 | 589,848 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $39,589,450 | 577,274 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $35,571,027 | 574,004 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $33,866,236 | 559,680 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $32,870,518 | 528,805 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $30,130,923 | 490,492 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $26,223,774 | 483,655 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $24,203,631 | 466,801 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $24,417,085 | 450,999 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||