Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,928,269
+$139,078 QoQ
Shares Held
20,147
+8.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#770
of 2,354 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, 2026Valeo Financial Advisors, LLC holds $11,524,962 across 14 Utilities - Regulated Electric names. SO ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
26,287 | $2,307,209 | |
| 2 | DUK |
Duke Energy CORP
|
16,334 | $2,067,557 | |
| 3 | SO |
Southern Co
This page
|
20,147 | $1,928,269 | |
| 4 | ETR |
Entergy Corp /De/
|
9,518 | $1,093,237 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,346 | $868,196 | |
| 6 | D |
Dominion Energy, Inc
|
11,885 | $811,626 | |
| 7 | ED |
Consolidated Edison Inc
|
4,364 | $482,789 | |
| 8 | NGG |
National Grid PLC
|
5,274 | $437,056 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,928,269 | 20,147 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,789,191 | 18,537 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,693,162 | 19,417 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,921,935 | 20,280 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,836,967 | 20,004 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,621,170 | 17,631 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,362,231 | 16,548 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,472,459 | 16,328 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,200,861 | 15,481 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,053,214 | 14,681 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,036,233 | 14,778 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $805,116 | 12,440 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $980,268 | 13,954 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $772,059 | 11,096 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $772,513 | 10,818 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $647,496 | 9,522 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $677,088 | 9,495 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $701,679 | 9,677 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $458,525 | 6,686 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $523,460 | 8,447 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $508,889 | 8,410 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $465,951 | 7,496 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $485,419 | 7,902 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $426,982 | 7,875 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $425,895 | 8,214 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $417,527 | 7,712 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||