Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,278,185
+$8,132 QoQ
Shares Held
23,803
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#715
of 2,359 holders
Holding Since
Mar 2021
22 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, 2026Gladstone Institutional Advisory LLC holds $12,814,890 across 16 Utilities - Regulated Electric names. SO ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,757 | $4,103,861 | |
| 2 | SO |
Southern Co
This page
|
23,803 | $2,278,185 | |
| 3 | LNT |
Alliant Energy Corp
|
13,529 | $1,032,127 | |
| 4 | DUK |
Duke Energy CORP
|
5,333 | $675,051 | |
| 5 | EXC |
Exelon Corp
|
13,935 | $649,649 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,478 | $612,635 | |
| 7 | DTE |
Dte Energy Co
|
3,876 | $590,586 | |
| 8 | PPL |
PPL Corp
|
15,423 | $560,626 |
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,278,185 | 23,803 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,270,053 | 23,519 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,888,664 | 21,659 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,033,858 | 21,461 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,961,121 | 21,356 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,109,333 | 22,940 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,032,316 | 24,688 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,478,056 | 27,479 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,979,696 | 38,413 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,544,259 | 35,465 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $632,692 | 9,023 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $552,644 | 8,539 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $680,933 | 9,693 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,104,999 | 15,881 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,512,489 | 35,184 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,516,536 | 22,302 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $598,932 | 8,399 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $850,687 | 11,732 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $758,151 | 11,055 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $543,352 | 8,768 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $313,925 | 5,188 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $204,009 | 3,282 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||