Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,241,613
+$3,878,010 QoQ
Shares Held
347,316
+14.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#161
of 2,360 holders
Holding Since
Dec 2020
23 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, 2026Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. SO ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
347,316 | $33,241,613 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
261,886 | $21,254,667 | |
| 3 | DUK |
Duke Energy CORP
|
28,782 | $3,643,225 | |
| 4 | NEE |
Nextera Energy Inc
|
39,939 | $3,505,446 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
28,472 | $3,324,675 | |
| 6 | XEL |
Xcel Energy Inc
|
24,024 | $1,929,127 | |
| 7 | ED |
Consolidated Edison Inc
|
16,040 | $1,774,505 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,312 | $1,410,784 |
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,241,613 | 347,316 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $29,363,603 | 304,223 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $22,418,771 | 257,096 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $21,283,446 | 224,580 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $18,669,865 | 203,309 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $15,091,109 | 164,123 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,070,746 | 146,632 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,468,990 | 105,001 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,054,538 | 65,161 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,428,151 | 61,725 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,207,620 | 60,006 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,007,850 | 61,926 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $4,211,417 | 59,949 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,068,133 | 58,467 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,223,090 | 45,135 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,092,420 | 16,065 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $773,499 | 10,847 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $343,262 | 4,734 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $336,796 | 4,911 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $264,054 | 4,261 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $248,514 | 4,107 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $321,242 | 5,168 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $250,880 | 4,084 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||