Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,548,912
-$706,197 QoQ
Shares Held
89,321
-6.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#352
of 2,356 holders
Holding Since
Mar 2020
25 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, 2026Dynamic Advisor Solutions LLC holds $34,199,584 across 12 Utilities - Regulated Electric names. SO ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
89,321 | $8,548,912 | |
| 2 | DUK |
Duke Energy CORP
|
56,612 | $7,165,946 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
55,268 | $4,485,550 | |
| 4 | NEE |
Nextera Energy Inc
|
44,463 | $3,902,517 | |
| 5 | D |
Dominion Energy, Inc
|
51,485 | $3,515,910 | |
| 6 | ES |
Eversource Energy
|
31,396 | $2,268,988 | |
| 7 | EVRG |
Evergy, Inc.
|
19,146 | $1,654,788 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,115 | $836,593 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,548,912 | 89,321 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $9,255,109 | 95,888 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,930,316 | 90,944 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $8,960,029 | 94,545 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,486,285 | 92,413 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,281,292 | 90,063 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $7,899,226 | 87,594 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $7,027,609 | 90,597 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,867,112 | 81,783 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,377,152 | 76,685 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,147,280 | 33,178 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,952,317 | 27,791 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,988,318 | 28,576 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,902,219 | 26,638 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,635,672 | 24,054 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,855,200 | 26,016 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,103,297 | 29,007 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,669,923 | 24,350 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,494,592 | 24,118 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,350,038 | 22,311 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,451,560 | 23,352 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,504,789 | 24,496 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,294,014 | 23,866 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,395,957 | 26,923 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,152,803 | 21,293 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||