Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$78,442,193
+$1,372,035 QoQ
Shares Held
819,582
+2.6% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#90
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, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. SO ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
This page
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,442,193 | 819,582 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $77,070,158 | 798,489 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $66,718,987 | 765,126 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $67,659,619 | 713,935 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $55,689,936 | 606,446 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $52,959,154 | 575,956 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $44,260,500 | 537,664 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,936,164 | 520,472 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $40,996,598 | 528,511 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $38,359,951 | 534,708 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $14,332,948 | 204,406 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,348,176 | 206,245 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,234,274 | 216,858 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,281,430 | 190,880 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,746,113 | 178,492 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,361,476 | 108,257 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,444,458 | 118,419 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,597,800 | 118,574 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,633,467 | 125,889 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,357,945 | 118,734 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $7,027,328 | 116,135 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,388,991 | 102,783 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,810,006 | 110,858 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,035,689 | 37,545 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,248,444 | 24,078 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,137,318 | 21,007 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||