Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$446,869
+$115,806 QoQ
Shares Held
4,669
+36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,479
of 2,360 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, 2026Heritage Wealth Advisors holds $35,099,998 across 16 Utilities - Regulated Electric names. SO ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
251,426 | $31,825,503 | |
| 2 | D |
Dominion Energy, Inc
|
16,444 | $1,122,960 | |
| 3 | NEE |
Nextera Energy Inc
|
5,640 | $495,022 | |
| 4 | ETR |
Entergy Corp /De/
|
4,276 | $491,141 | |
| 5 | SO |
Southern Co
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|
4,669 | $446,869 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,462 | $336,826 | |
| 7 | XEL |
Xcel Energy Inc
|
1,040 | $83,512 | |
| 8 | DTE |
Dte Energy Co
|
450 | $68,566 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,869 | 4,669 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $331,063 | 3,430 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $543,168 | 6,229 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $590,322 | 6,229 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $572,009 | 6,229 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $561,262 | 6,104 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $520,838 | 6,327 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $556,771 | 6,174 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $473,487 | 6,104 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $437,900 | 6,104 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $428,012 | 6,104 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $395,050 | 6,104 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $470,956 | 6,704 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $472,100 | 6,785 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $289,353 | 4,052 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $275,536 | 4,052 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $288,948 | 4,052 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $250,304 | 3,452 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $236,738 | 3,452 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $226,314 | 3,652 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $220,982 | 3,652 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $221,973 | 3,571 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $239,515 | 3,899 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $196,547 | 3,625 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $187,956 | 3,625 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $196,257 | 3,625 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||