Position in SO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$287,130
-$2,430 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,756
of 2,360 holders
Holding Since
Mar 2020
19 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, 2026Asset Management Advisors, LLC holds $10,407,976 across 2 Utilities - Regulated Electric names. SO ranks #2 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
115,311 | $10,120,846 | |
| 2 | SO |
Southern Co
This page
|
3,000 | $287,130 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,130 | 3,000 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $289,560 | 3,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $261,600 | 3,000 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $284,310 | 3,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $275,490 | 3,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $275,850 | 3,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $246,960 | 3,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $270,540 | 3,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $232,710 | 3,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $215,220 | 3,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $210,360 | 3,000 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $210,750 | 3,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $208,740 | 3,000 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $214,230 | 3,000 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $204,000 | 3,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $213,930 | 3,000 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $217,530 | 3,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $205,740 | 3,000 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $211,146 | 3,900 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||