Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,111,911
-$2,097,360 QoQ
Shares Held
32,514
-39.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#146
of 936 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. SO ranks #1 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,111,911 | 32,514 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,209,271 | 53,971 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,825,625 | 32,404 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,300,552 | 34,827 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,126,166 | 34,043 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,891,182 | 31,443 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,261,162 | 27,468 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,427,461 | 26,918 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,966,861 | 25,356 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,827,428 | 25,473 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,862,244 | 26,558 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $911,254 | 14,080 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $966,004 | 13,751 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $983,024 | 14,128 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,037,300 | 14,526 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $883,456 | 12,992 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $834,753 | 11,706 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $817,332 | 11,272 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $728,386 | 10,621 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||