Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$834,112
-$12,175 QoQ
Shares Held
8,715
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,111
of 2,354 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, 2026Integrated Advisors Network LLC holds $12,592,027 across 10 Utilities - Regulated Electric names. SO ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
52,888 | $3,611,721 | |
| 2 | NEE |
Nextera Energy Inc
|
32,478 | $2,850,594 | |
| 3 | DUK |
Duke Energy CORP
|
15,150 | $1,917,687 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,166 | $836,773 | |
| 5 | SO |
Southern Co
This page
|
8,715 | $834,112 | |
| 6 | ED |
Consolidated Edison Inc
|
6,473 | $716,107 | |
| 7 | EXC |
Exelon Corp
|
15,185 | $707,924 | |
| 8 | OGE |
Oge Energy Corp.
|
12,411 | $603,919 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,112 | 8,715 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $846,287 | 8,768 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,058,346 | 12,137 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,185,762 | 12,512 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,121,978 | 12,218 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,118,479 | 12,164 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,021,261 | 12,406 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,151,869 | 12,773 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,070,931 | 13,806 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,010,027 | 14,079 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $987,009 | 14,076 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $896,630 | 13,854 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $997,690 | 14,202 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $960,760 | 13,808 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $876,200 | 12,270 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $826,336 | 12,152 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,307,254 | 18,332 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,155,229 | 15,932 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $889,551 | 12,971 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $848,431 | 13,691 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $795,040 | 13,139 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $676,673 | 10,886 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $478,969 | 7,797 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $633,452 | 11,683 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $340,031 | 6,558 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $293,709 | 5,425 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||