Position in SO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$9,023,060
-$339,476 QoQ
Shares Held
94,275
-2.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#341
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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. SO ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
This page
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,023,060 | 94,275 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $9,362,536 | 97,001 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,581,594 | 75,477 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,040,558 | 74,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,140,637 | 88,649 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,961,766 | 86,588 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,128,088 | 86,590 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,891,020 | 87,503 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,973,187 | 102,787 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,503,286 | 104,590 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,427,461 | 105,925 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,405,704 | 129,878 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,033,763 | 71,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,317,589 | 105,168 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,175,082 | 72,470 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,872,532 | 56,949 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,124,071 | 57,833 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,251,594 | 86,217 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,416,108 | 20,649 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,360,633 | 54,230 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,352,943 | 22,359 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $591,141 | 9,510 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $660,495 | 10,752 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $422,753 | 7,797 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $523,062 | 10,088 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $370,045 | 6,835 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||