Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,400,501
+$10,378 QoQ
Shares Held
25,081
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#695
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, 2026Ausdal Financial Partners, Inc. holds $11,168,800 across 12 Utilities - Regulated Electric names. SO ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
25,081 | $2,400,501 | |
| 2 | NEE |
Nextera Energy Inc
|
25,685 | $2,254,371 | |
| 3 | DUK |
Duke Energy CORP
|
11,600 | $1,468,327 | |
| 4 | EIX |
Edison International
|
19,517 | $1,453,040 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,034 | $962,320 | |
| 6 | ETR |
Entergy Corp /De/
|
6,354 | $729,820 | |
| 7 | EXC |
Exelon Corp
|
10,857 | $506,152 | |
| 8 | LNT |
Alliant Energy Corp
|
5,004 | $381,754 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,400,501 | 25,081 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,390,123 | 24,763 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,177,722 | 13,506 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,032,721 | 21,449 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,464,441 | 26,837 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $522,827 | 5,686 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $434,731 | 5,281 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $397,062 | 4,403 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $305,858 | 3,943 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $279,714 | 3,899 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $287,702 | 4,103 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $265,157 | 4,097 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $317,530 | 4,520 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $300,028 | 4,312 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $417,748 | 5,850 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $320,484 | 4,713 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $351,415 | 4,928 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $359,722 | 4,961 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $431,573 | 6,293 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $403,176 | 6,506 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $357,190 | 5,903 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $344,304 | 5,539 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $357,215 | 5,815 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $330,850 | 6,102 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $294,715 | 5,684 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $265,231 | 4,899 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||