Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,389,473
+$80,285 QoQ
Shares Held
35,414
+3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#570
of 2,359 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. SO ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,174 | $5,211,804 | |
| 2 | NEE |
Nextera Energy Inc
|
55,230 | $4,847,537 | |
| 3 | PPL |
PPL Corp
|
123,238 | $4,479,701 | |
| 4 | SO |
Southern Co
This page
|
35,414 | $3,389,473 | |
| 5 | ETR |
Entergy Corp /De/
|
24,127 | $2,771,227 | |
| 6 | EIX |
Edison International
|
27,478 | $2,045,737 | |
| 7 | D |
Dominion Energy, Inc
|
25,484 | $1,740,302 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
14,731 | $1,720,138 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,389,473 | 35,414 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,309,188 | 34,285 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,236,340 | 37,114 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,167,945 | 12,324 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,120,876 | 12,206 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,160,776 | 12,624 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,154,126 | 14,020 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,183,522 | 13,124 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,343,932 | 30,217 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,275,951 | 31,725 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,079,777 | 15,399 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,472,833 | 22,757 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,355,263 | 19,292 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,393,756 | 20,031 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,169 | 48,974 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,938,212 | 43,209 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,020,049 | 42,351 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,576,657 | 21,744 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,290,469 | 18,817 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,150,535 | 18,566 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,048,638 | 17,330 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $999,532 | 16,080 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $943,564 | 15,360 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,462,638 | 26,976 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,393,520 | 26,876 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $822,170 | 15,186 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||