Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,496,132
+$1,429,526 QoQ
Shares Held
109,666
+16.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#312
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,008,511 across 20 Utilities - Regulated Electric names. SO ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,607 | $15,237,486 | |
| 2 | SO |
Southern Co
This page
|
109,666 | $10,496,132 | |
| 3 | DUK |
Duke Energy CORP
|
42,015 | $5,318,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
32,268 | $3,767,934 | |
| 5 | D |
Dominion Energy, Inc
|
40,597 | $2,772,369 | |
| 6 | AEP |
American Electric Power Co Inc
|
11,342 | $1,551,699 | |
| 7 | POR |
Portland General Electric Co /Or/
|
22,221 | $1,151,714 | |
| 8 | ETR |
Entergy Corp /De/
|
9,227 | $1,059,813 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,496,132 | 109,666 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,066,606 | 93,935 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,217,340 | 48,364 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,196,320 | 44,279 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,085,424 | 44,489 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,058,121 | 44,134 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,773,960 | 45,845 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,080,374 | 45,247 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,436,816 | 44,306 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,751,268 | 66,229 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,643,977 | 66,229 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,177,870 | 64,553 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,033,482 | 71,651 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,044,897 | 72,505 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $5,823,485 | 81,550 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,058,784 | 59,688 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,431,773 | 62,148 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,537,313 | 62,575 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,605,078 | 67,149 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,177,563 | 35,139 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,121,178 | 35,055 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,988,249 | 31,986 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,983,513 | 32,289 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,138,253 | 57,880 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,864,038 | 55,237 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,649,232 | 48,933 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||