Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$416,434
-$18,871 QoQ
Shares Held
4,351
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,520
of 2,360 holders
Holding Since
Jun 2020
24 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, 2026Avior Wealth Management, LLC holds $3,556,090 across 7 Utilities - Regulated Electric names. SO ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,545 | $1,803,234 | |
| 2 | DUK |
Duke Energy CORP
|
3,361 | $425,435 | |
| 3 | SO |
Southern Co
This page
|
4,351 | $416,434 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,033 | $278,134 | |
| 5 | EIX |
Edison International
|
2,956 | $220,074 | |
| 6 | XEL |
Xcel Energy Inc
|
2,642 | $212,152 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,472 | $200,627 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,434 | 4,351 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $435,305 | 4,510 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $307,903 | 3,531 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $236,451 | 2,495 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $366,696 | 3,988 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $326,234 | 3,963 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $164,668 | 1,826 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $140,711 | 1,814 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $198,361 | 2,765 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $57,708 | 823 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $53,199 | 822 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $67,440 | 960 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $61,230 | 880 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,355 | 75 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,032 | 74 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,205 | 73 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,293 | 73 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,280 | 77 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,709 | 76 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,598 | 76 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,351 | 70 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,238 | 69 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,686 | 68 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,525 | 68 | Shares | Sole | 2020-07-02 | |
| No filing history on record for this holder in this stock. | ||||||