Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,738,380
+$37,698 QoQ
Shares Held
18,163
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#808
of 2,360 holders
Holding Since
Mar 2021
22 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, 2026Arete Wealth Advisors, LLC holds $2,618,479 across 2 Utilities - Regulated Electric names. SO ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
18,163 | $1,738,380 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
10,844 | $880,099 |
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,738,380 | 18,163 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,700,682 | 17,620 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,662,119 | 19,061 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,808,129 | 29,631 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,803,753 | 30,532 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,764,200 | 30,062 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,518,886 | 18,451 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,642,087 | 18,209 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,402,775 | 18,084 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,327,907 | 18,510 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,294,485 | 18,461 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,100,951 | 17,011 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,630,151 | 23,205 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $931,676 | 13,390 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $874,558 | 12,247 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $596,700 | 8,775 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $244,450 | 3,428 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $499,303 | 6,886 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $429,790 | 6,267 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $315,613 | 5,093 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $262,431 | 4,337 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $256,161 | 4,121 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||