Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$631,207
-$22,233 QoQ
Shares Held
6,595
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,264
of 2,360 holders
Holding Since
Sep 2022
15 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, 2026Ironsides Asset Advisors, LLC holds $1,159,931 across 2 Utilities - Regulated Electric names. SO ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
6,595 | $631,207 | |
| 2 | DUK |
Duke Energy CORP
|
4,177 | $528,724 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,207 | 6,595 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $653,440 | 6,770 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $284,446 | 3,262 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $309,044 | 3,261 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $291,192 | 3,171 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $278,608 | 3,030 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $249,429 | 3,030 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $273,245 | 3,030 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $234,446 | 3,268 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $203,558 | 2,903 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $218,753 | 3,380 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $240,957 | 3,430 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $238,659 | 3,430 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $244,936 | 3,430 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $235,960 | 3,470 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||