Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$550,141
-$4,366 QoQ
Shares Held
5,748
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#1,344
of 2,360 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ballew Advisors, Inc holds $807,197 across 2 Utilities - Regulated Electric names. SO ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
5,748 | $550,141 | |
| 2 | ETR |
Entergy Corp /De/
|
2,238 | $257,056 |
All Filings in SO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,141 | 5,748 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $554,507 | 5,745 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $500,789 | 5,743 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $544,074 | 5,741 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $526,920 | 5,738 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $526,873 | 5,730 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $481,489 | 5,849 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $526,741 | 5,841 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $503,041 | 6,485 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $467,601 | 6,518 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $455,850 | 6,501 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $435,630 | 6,731 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $471,728 | 6,715 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $467,229 | 6,715 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $506,225 | 7,089 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $427,244 | 6,283 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||