Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,303,791
-$335,539 QoQ
Shares Held
44,967
-6.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#507
of 2,360 holders
Holding Since
Mar 2020
24 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, 2026Prime Capital Investment Advisors, LLC holds $33,693,607 across 19 Utilities - Regulated Electric names. SO ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
67,096 | $8,493,011 | |
| 2 | NEE |
Nextera Energy Inc
|
69,679 | $6,115,725 | |
| 3 | SO |
Southern Co
This page
|
44,967 | $4,303,791 | |
| 4 | ETR |
Entergy Corp /De/
|
33,882 | $3,891,686 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,630 | $3,643,250 | |
| 6 | D |
Dominion Energy, Inc
|
20,923 | $1,428,831 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,751 | $671,544 | |
| 8 | CNP |
Centerpoint Energy Inc
|
14,538 | $640,253 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,303,791 | 44,967 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,639,330 | 48,066 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,553,836 | 40,755 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,956,647 | 41,750 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,612,133 | 39,335 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,601,821 | 50,047 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,029,317 | 48,947 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,320,349 | 58,997 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,530,365 | 45,512 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,941,124 | 40,997 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,139,342 | 44,771 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,108,307 | 48,027 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,622,573 | 37,332 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,111,679 | 15,977 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,253,888 | 17,559 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,483,972 | 36,529 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $574,615 | 8,058 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $375,891 | 5,184 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $355,518 | 5,184 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $625,733 | 10,341 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $382,524 | 6,227 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $395,372 | 7,292 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $444,302 | 8,569 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $280,770 | 5,186 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||