Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,338,173
+$210,443 QoQ
Shares Held
34,878
+7.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#577
of 2,356 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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. SO ranks #1 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
|
29,007 | $1,054,404 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,338,173 | 34,878 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,127,730 | 32,405 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,576,498 | 29,547 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,858,263 | 30,160 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,212,305 | 34,981 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,087,956 | 33,583 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,698,696 | 32,783 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,555,701 | 28,340 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,155,049 | 27,782 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,915,314 | 26,698 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,888,471 | 26,932 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,640,781 | 25,352 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,680,239 | 23,918 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,717,860 | 24,689 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,535,957 | 21,509 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,484,848 | 21,836 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,561,831 | 21,902 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,315,186 | 18,138 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,301,579 | 18,979 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,162,929 | 18,766 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,111,931 | 18,376 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,150,954 | 18,516 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $980,054 | 15,954 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $848,434 | 15,648 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $572,527 | 11,042 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $549,845 | 10,156 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||