Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,127,869
+$651,502 QoQ
Shares Held
137,163
+6.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#274
of 2,359 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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. SO ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
This page
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,127,869 | 137,163 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,476,367 | 129,262 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,933,939 | 148,325 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $13,780,505 | 145,410 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,396,837 | 124,108 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,600,411 | 126,160 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,518,131 | 139,919 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,101,614 | 134,194 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,832,074 | 126,751 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,704,931 | 121,340 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,696,633 | 124,025 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,182,031 | 126,422 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,130,243 | 115,733 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $8,017,912 | 115,233 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,710,066 | 107,969 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,814,348 | 100,211 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $16,572,657 | 232,403 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,887,579 | 232,900 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $17,117,155 | 249,594 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,944,994 | 241,165 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $13,846,987 | 228,838 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,849,807 | 222,809 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,379,454 | 217,800 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,589,145 | 213,743 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $11,118,143 | 214,429 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,969,359 | 202,611 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||