Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,975,927
+$10,803,639 QoQ
Shares Held
114,679
+6324.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#301
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IFG Advisory, LLC holds $24,443,019 across 26 Utilities - Regulated Electric names. SO ranks #1 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
114,679 | $10,975,927 | |
| 2 | DUK |
Duke Energy CORP
|
47,743 | $6,043,308 | |
| 3 | NEE |
Nextera Energy Inc
|
31,963 | $2,805,392 | |
| 4 | XEL |
Xcel Energy Inc
|
10,687 | $858,166 | |
| 5 | ETR |
Entergy Corp /De/
|
7,308 | $839,396 | |
| 6 | EVRG |
Evergy, Inc.
|
6,667 | $576,228 | |
| 7 | CNP |
Centerpoint Energy Inc
|
10,761 | $473,914 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,198 | $437,518 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,975,927 | 114,679 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $172,288 | 1,785 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,025,645 | 114,973 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,963,372 | 115,684 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,462,255 | 103,041 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,215,412 | 100,222 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,179,315 | 99,360 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,500,727 | 94,264 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,252,174 | 93,492 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,420,514 | 89,497 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,141,880 | 87,591 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,575,951 | 86,155 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,562,605 | 79,183 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,341,865 | 76,773 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,023,193 | 70,343 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,807,872 | 70,704 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $5,106,509 | 71,610 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,261,325 | 72,560 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,559,747 | 66,488 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,219,413 | 68,088 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,936,659 | 65,058 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,115,054 | 66,201 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,960,576 | 64,473 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,655,512 | 67,420 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,487,742 | 67,266 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,931,951 | 54,155 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||