Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$705,669
-$8,868 QoQ
Shares Held
7,373
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,204
of 2,354 holders
Holding Since
Sep 2023
12 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, 2026Avestar Capital, LLC holds $6,153,388 across 9 Utilities - Regulated Electric names. SO ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,334 | $1,170,325 | |
| 2 | AEE |
Ameren Corp
|
9,906 | $1,119,774 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,494 | $888,444 | |
| 4 | DUK |
Duke Energy CORP
|
5,632 | $712,898 | |
| 5 | SO |
Southern Co
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|
7,373 | $705,669 | |
| 6 | ETR |
Entergy Corp /De/
|
3,977 | $456,798 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,749 | $437,770 | |
| 8 | D |
Dominion Energy, Inc
|
5,712 | $390,072 |
All Filings in SO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,669 | 7,373 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $714,537 | 7,403 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $648,506 | 7,437 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $826,204 | 8,718 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $891,301 | 9,706 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $466,002 | 5,068 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $517,957 | 6,292 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $514,567 | 5,706 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $416,861 | 5,374 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $332,443 | 4,634 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $305,793 | 4,361 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $223,995 | 3,461 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||