Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$343,693
+$63,689 QoQ
Shares Held
3,591
+23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,624
of 2,356 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, 2026Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. SO ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
146,712 | $20,071,668 | |
| 2 | NEE |
Nextera Energy Inc
|
46,297 | $4,063,487 | |
| 3 | AEE |
Ameren Corp
|
19,745 | $2,231,974 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
10,239 | $830,996 | |
| 5 | DUK |
Duke Energy CORP
|
4,610 | $583,533 | |
| 6 | D |
Dominion Energy, Inc
|
7,289 | $497,765 | |
| 7 | SO |
Southern Co
This page
|
3,591 | $343,693 | |
| 8 | XEL |
Xcel Energy Inc
|
1,516 | $121,734 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,693 | 3,591 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $280,004 | 2,901 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,469 | 143 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $52,786 | 557 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $51,057 | 556 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $51,124 | 556 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $82,320 | 1,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $47,254 | 524 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $40,646 | 524 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $35,870 | 500 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $35,060 | 500 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $35,142 | 543 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $40,393 | 575 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $59,908 | 861 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $41,060 | 575 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $51,476 | 757 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $51,842 | 727 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $48,944 | 675 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $51,366 | 749 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $46,353 | 748 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $30,255 | 500 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $569,882 | 9,168 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||