Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$192,280
-$506,524 QoQ
Shares Held
2,009
-72.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,054
of 2,356 holders
Holding Since
Dec 2022
13 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, 2026First Command Advisory Services, Inc. holds $3,651,859 across 23 Utilities - Regulated Electric names. SO ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,188 | $783,277 | |
| 2 | NEE |
Nextera Energy Inc
|
8,743 | $767,373 | |
| 3 | D |
Dominion Energy, Inc
|
6,496 | $443,611 | |
| 4 | SO |
Southern Co
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|
2,009 | $192,280 | |
| 5 | DTE |
Dte Energy Co
|
3,162 | $158,885 | |
| 6 | EVRG |
Evergy, Inc.
|
1,652 | $142,782 | |
| 7 | EXC |
Exelon Corp
|
2,865 | $133,566 | |
| 8 | PPL |
PPL Corp
|
3,548 | $128,969 |
All Filings in SO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,280 | 2,009 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $698,804 | 7,240 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $606,824 | 6,959 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $612,688 | 6,465 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $674,766 | 7,348 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $678,407 | 7,378 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $741,867 | 9,012 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $848,774 | 9,412 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $619,318 | 7,984 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $587,263 | 8,186 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $585,151 | 8,345 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $541,706 | 8,370 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $5,784 | 81 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||