Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,825,550
-$146,976 QoQ
Shares Held
29,522
-4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#637
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Biltmore Family Office, LLC holds $6,415,812 across 7 Utilities - Regulated Electric names. SO ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
29,522 | $2,825,550 | |
| 2 | DUK |
Duke Energy CORP
|
14,429 | $1,826,422 | |
| 3 | NEE |
Nextera Energy Inc
|
9,013 | $791,071 | |
| 4 | ETR |
Entergy Corp /De/
|
2,840 | $326,202 | |
| 5 | ED |
Consolidated Edison Inc
|
2,198 | $243,164 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,484 | $203,026 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,716 | $200,377 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,825,550 | 29,522 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,972,526 | 30,797 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,685,498 | 30,797 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,913,514 | 30,743 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,818,905 | 30,697 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,829,485 | 30,772 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,533,151 | 30,772 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,768,255 | 30,697 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,377,675 | 30,652 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,198,974 | 30,652 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,149,318 | 30,652 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,344,740 | 36,229 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,562,228 | 36,473 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,537,791 | 36,473 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,246,675 | 17,458 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,147,024 | 16,868 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,201,502 | 16,849 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,221,720 | 16,849 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,155,504 | 16,849 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $947,583 | 15,291 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $955,513 | 15,791 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $979,020 | 15,750 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,032,638 | 16,810 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $826,855 | 15,250 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $790,712 | 15,250 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $825,635 | 15,250 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||