Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,934,011
-$261,819 QoQ
Shares Held
20,207
-11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#768
of 2,360 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)
Derivatives in SO
reported options exposure · as of Sep 30, 2020CallValue
$54
CallShares
1
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kovack Advisors, Inc. holds $9,546,944 across 12 Utilities - Regulated Electric names. SO ranks #1 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
20,207 | $1,934,011 | |
| 2 | NEE |
Nextera Energy Inc
|
18,471 | $1,621,199 | |
| 3 | ED |
Consolidated Edison Inc
|
12,031 | $1,330,989 | |
| 4 | DUK |
Duke Energy CORP
|
7,463 | $944,666 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,777 | $927,161 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,918 | $691,044 | |
| 7 | EIX |
Edison International
|
8,346 | $621,359 | |
| 8 | D |
Dominion Energy, Inc
|
6,089 | $415,817 |
All Filings in SO
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,934,011 | 20,207 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,195,830 | 22,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,024,173 | 23,213 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,112,031 | 11,734 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,282,405 | 13,965 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,294,656 | 14,080 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,330,702 | 16,165 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,448,471 | 16,062 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,300,461 | 16,765 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,166,994 | 16,267 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,035,602 | 14,769 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $839,224 | 12,967 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $912,055 | 12,983 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $931,606 | 13,389 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $917,047 | 12,842 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $589,084 | 8,663 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $553,722 | 7,765 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,068,869 | 14,741 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $680,382 | 9,921 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $759,318 | 12,253 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $741,126 | 12,248 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $736,968 | 11,856 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $754,053 | 12,275 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $54 | 1 | Call | Sole | 2020-11-02 | |
| 2020-09-30 | $650,965 | 12,006 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $644,547 | 12,431 | Shares | Sole | 2020-07-31 | |
| 2020-06-30 | $51 | 1 | Call | Sole | 2020-07-31 | |
| 2020-03-31 | $616,221 | 11,382 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||