Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$611,299
+$58,143 QoQ
Shares Held
6,387
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,287
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026Legacy Financial Advisors, Inc. holds $8,280,865 across 17 Utilities - Regulated Electric names. SO ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,652 | $1,022,696 | |
| 2 | DUK |
Duke Energy CORP
|
7,567 | $957,830 | |
| 3 | XEL |
Xcel Energy Inc
|
10,827 | $869,408 | |
| 4 | EIX |
Edison International
|
8,212 | $611,383 | |
| 5 | SO |
Southern Co
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|
6,387 | $611,299 | |
| 6 | PCG |
PG&E Corp
|
34,536 | $580,895 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,272 | $447,642 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,206 | $422,518 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,299 | 6,387 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $553,156 | 5,731 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $435,128 | 4,990 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $545,496 | 5,756 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $520,033 | 5,663 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $498,828 | 5,425 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $414,151 | 5,031 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $453,785 | 5,032 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $399,873 | 5,155 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $359,919 | 5,017 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $341,835 | 4,875 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $291,498 | 4,504 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $300,810 | 4,282 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $319,511 | 4,592 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $336,341 | 4,710 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||