Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$428,302
-$3,625 QoQ
Shares Held
4,475
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,504
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026Fortis Advisors, LLC holds $938,509 across 2 Utilities - Regulated Electric names. SO ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,813 | $510,207 | |
| 2 | SO |
Southern Co
This page
|
4,475 | $428,302 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,302 | 4,475 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $431,927 | 4,475 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $390,220 | 4,475 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $424,095 | 4,475 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $410,939 | 4,475 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $411,476 | 4,475 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $306,642 | 3,725 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $209,668 | 2,325 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||