Position in SO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,809,140
-$96,199 QoQ
Shares Held
50,247
-1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#490
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, 2026Coastal Bridge Advisors, LLC holds $19,374,142 across 9 Utilities - Regulated Electric names. SO ranks #1 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
50,247 | $4,809,140 | |
| 2 | NEE |
Nextera Energy Inc
|
50,432 | $4,426,416 | |
| 3 | DUK |
Duke Energy CORP
|
32,081 | $4,060,812 | |
| 4 | D |
Dominion Energy, Inc
|
29,144 | $1,990,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
12,880 | $1,503,997 | |
| 6 | ED |
Consolidated Edison Inc
|
10,478 | $1,159,181 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,226 | $748,782 | |
| 8 | LNT |
Alliant Energy Corp
|
4,772 | $364,055 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,809,140 | 50,247 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,905,339 | 50,822 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,389,037 | 50,333 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,757,359 | 50,199 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,457,336 | 48,539 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,412,588 | 47,989 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $2,676,058 | 32,508 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,920,569 | 32,386 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,505,511 | 32,300 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,305,795 | 32,141 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,243,279 | 31,992 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,068,192 | 31,956 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,192,572 | 31,211 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $2,166,512 | 31,137 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,212,853 | 30,988 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,992,944 | 29,308 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,039,109 | 28,595 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $2,065,229 | 28,482 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,702,908 | 53,994 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $1,748,855 | 28,221 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $1,700,270 | 28,099 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,602,049 | 25,773 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,575,065 | 25,640 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,383,477 | 25,516 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,315,693 | 25,375 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,366,872 | 25,247 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||