Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,924,823
-$57,215 QoQ
Shares Held
20,111
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#772
of 2,356 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, 2026HHM Wealth Advisors, LLC holds $4,065,350 across 12 Utilities - Regulated Electric names. SO ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
20,111 | $1,924,823 | |
| 2 | NEE |
Nextera Energy Inc
|
9,447 | $829,163 | |
| 3 | DUK |
Duke Energy CORP
|
5,173 | $654,798 | |
| 4 | EVRG |
Evergy, Inc.
|
2,074 | $179,255 | |
| 5 | D |
Dominion Energy, Inc
|
2,503 | $170,929 | |
| 6 | ED |
Consolidated Edison Inc
|
1,073 | $118,705 | |
| 7 | AEE |
Ameren Corp
|
639 | $72,232 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
516 | $60,253 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,924,823 | 20,111 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,982,038 | 20,535 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,867,824 | 21,420 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,032,721 | 21,449 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,014,842 | 21,941 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,064,369 | 22,451 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,836,559 | 22,310 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,989,460 | 22,061 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,892,708 | 24,400 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,243,469 | 17,333 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,205,853 | 17,197 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,100,045 | 16,997 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,268,715 | 18,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,256,614 | 18,060 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,261,029 | 17,659 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,083,036 | 15,927 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,165,348 | 16,342 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,196,197 | 16,497 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,151,938 | 16,797 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,047,169 | 16,898 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,022,497 | 16,898 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,050,379 | 16,898 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,038,044 | 16,898 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $916,209 | 16,898 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $881,916 | 17,009 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $953,621 | 17,614 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||