Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,510,834
-$35,407 QoQ
Shares Held
36,682
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#560
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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026All Terrain Financial Advisors, LLC holds $5,939,636 across 2 Utilities - Regulated Electric names. SO ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
36,682 | $3,510,834 | |
| 2 | D |
Dominion Energy, Inc
|
35,566 | $2,428,802 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,510,834 | 36,682 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,546,241 | 36,741 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,525,932 | 40,435 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,043,077 | 42,662 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,603,346 | 50,129 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,608,350 | 50,118 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,069,571 | 49,436 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,373,188 | 48,494 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,839,559 | 49,498 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,524,155 | 49,124 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,447,940 | 49,172 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,176,587 | 49,082 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,393,637 | 48,308 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,278,887 | 47,124 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,261,437 | 45,672 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,038,716 | 44,687 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,171,369 | 44,473 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,356,705 | 46,293 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,221,134 | 46,969 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,882,472 | 46,514 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,806,635 | 46,383 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,517,915 | 40,507 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,468,195 | 40,179 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,086,277 | 38,478 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,015,409 | 38,870 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,193,103 | 40,508 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||