Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,322,211
-$18,399 QoQ
Shares Held
24,263
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#706
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, 2026Capital Investment Advisory Services, LLC holds $20,788,984 across 10 Utilities - Regulated Electric names. SO ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
86,374 | $10,933,220 | |
| 2 | D |
Dominion Energy, Inc
|
62,041 | $4,236,779 | |
| 3 | SO |
Southern Co
This page
|
24,263 | $2,322,211 | |
| 4 | NEE |
Nextera Energy Inc
|
19,978 | $1,753,469 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,190 | $573,233 | |
| 6 | XEL |
Xcel Energy Inc
|
3,886 | $312,045 | |
| 7 | NGG |
National Grid PLC
|
2,983 | $247,201 | |
| 8 | DTE |
Dte Energy Co
|
1,323 | $201,585 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,322,211 | 24,263 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,340,610 | 24,250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,871,050 | 21,457 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,025,519 | 21,373 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,944,316 | 21,173 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,937,110 | 21,067 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,680,562 | 20,415 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,881,515 | 20,864 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,609,422 | 20,748 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,547,144 | 21,566 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,711,699 | 24,411 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,298,283 | 20,060 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,370,788 | 19,513 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,359,662 | 19,541 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,656,354 | 23,195 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,450,100 | 21,325 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,453,155 | 20,378 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,503,784 | 20,739 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,420,086 | 20,707 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,173,463 | 18,936 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,146,482 | 18,947 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,130,566 | 18,188 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $968,443 | 15,765 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $802,347 | 14,798 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $672,909 | 12,978 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $690,447 | 12,753 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||