Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$573,302
+$36,748 QoQ
Shares Held
5,990
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,324
of 2,360 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, 2026Summit Financial Wealth Advisors, LLC holds $822,318 across 2 Utilities - Regulated Electric names. SO ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
5,990 | $573,302 | |
| 2 | ETR |
Entergy Corp /De/
|
2,168 | $249,016 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,302 | 5,990 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $536,554 | 5,559 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $484,919 | 5,561 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $505,408 | 5,333 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $477,240 | 5,197 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $491,656 | 5,347 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $452,513 | 5,497 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $514,026 | 5,700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $442,149 | 5,700 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $482,164 | 6,721 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $448,768 | 6,400 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $410,972 | 6,350 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $375,837 | 5,350 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $372,253 | 5,350 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $382,043 | 5,350 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $363,800 | 5,350 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $385,074 | 5,400 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $377,052 | 5,200 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $356,616 | 5,200 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $322,244 | 5,200 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $314,652 | 5,200 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $329,448 | 5,300 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $325,579 | 5,300 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $303,632 | 5,600 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $290,360 | 5,600 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $303,184 | 5,600 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||