Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,669,523
+$18,279 QoQ
Shares Held
174,167
+1.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#246
of 2,356 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, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. SO ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
This page
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in SO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,669,523 | 174,167 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,651,244 | 172,516 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,396,390 | 188,032 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,692,977 | 176,142 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,495,945 | 168,746 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,565,799 | 158,410 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,086,739 | 158,974 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,325,988 | 147,771 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,635,415 | 85,541 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,988,209 | 83,471 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,157,606 | 73,554 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,338,387 | 51,582 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,961,116 | 56,386 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,102,923 | 58,967 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,223,615 | 59,146 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,396,268 | 64,651 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,138,333 | 58,033 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,312,169 | 59,470 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,067,891 | 59,316 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,720,988 | 60,045 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 SOJC | $228,220 | 8,462 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $3,494,694 | 57,754 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,665,418 | 75,055 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,446,837 | 56,110 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,778,178 | 51,239 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,540,909 | 49,005 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,205,501 | 40,737 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||