Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$165,099
-$21,184 QoQ
Shares Held
1,725
-10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,068
of 2,356 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $29,985,294 across 16 Utilities - Regulated Electric names. SO ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
139,413 | $12,236,279 | |
| 2 | DUK |
Duke Energy CORP
|
60,170 | $7,616,318 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
65,932 | $7,054,724 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
28,137 | $2,283,598 | |
| 5 | SO |
Southern Co
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|
1,725 | $165,099 | |
| 6 | ED |
Consolidated Edison Inc
|
1,285 | $142,159 | |
| 7 | XEL |
Xcel Energy Inc
|
1,736 | $139,400 | |
| 8 | AEP |
American Electric Power Co Inc
|
825 | $112,868 |
All Filings in SO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,099 | 1,725 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $186,283 | 1,930 | Shares | Sole | 2026-04-14 | |
| 2024-03-31 | $334,595 | 4,664 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $327,039 | 4,664 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $447,474 | 6,914 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $510,296 | 7,264 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $531,521 | 7,639 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $545,286 | 7,636 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $536,044 | 7,883 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $536,892 | 7,529 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $552,091 | 7,614 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $524,705 | 7,651 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $471,839 | 7,614 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $596,870 | 9,864 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $653,550 | 10,514 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $652,018 | 10,614 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $582,702 | 10,747 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $550,335 | 10,614 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||