Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,226,619
+$42,512 QoQ
Shares Held
12,816
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#932
of 2,360 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, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. SO ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
This page
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,619 | 12,816 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,184,107 | 12,268 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $989,458 | 11,347 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,171,736 | 12,364 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,216,655 | 13,249 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,283,805 | 13,962 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,110,332 | 13,488 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,192,991 | 13,229 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,019,967 | 13,149 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $960,670 | 13,391 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $931,824 | 13,289 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $873,978 | 13,504 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $914,795 | 13,022 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $876,012 | 12,590 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $902,122 | 12,633 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $963,084 | 14,163 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,001,548 | 14,045 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $828,426 | 11,425 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $764,872 | 11,153 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $667,292 | 10,768 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $682,431 | 11,278 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $693,581 | 11,158 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $654,475 | 10,654 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $572,508 | 10,559 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $580,512 | 11,196 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $589,422 | 10,887 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||