Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$10,744,596
+$322,849 QoQ
Shares Held
112,262
+4.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#24
of 427 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. SO ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
This page
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,744,596 | 112,262 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $10,421,747 | 107,975 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,504,267 | 97,526 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,203,114 | 97,110 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,240,732 | 89,739 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,810,508 | 84,943 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,365,782 | 65,182 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $4,886,222 | 54,183 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,929,075 | 50,652 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,260,654 | 45,451 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,597,997 | 51,312 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,525,880 | 54,479 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,908,569 | 55,638 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,604,035 | 51,797 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,569,143 | 49,981 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,292,068 | 19,001 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,460,927 | 20,487 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,398,500 | 19,287 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,149,812 | 16,766 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $445,626 | 7,191 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $937,662 | 15,496 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $846,184 | 13,613 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $625,050 | 10,175 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $505,926 | 9,331 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $429,629 | 8,286 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $757,364 | 13,989 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||