Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$338,425
+$22,423 QoQ
Shares Held
3,536
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,635
of 2,356 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. SO ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,150 | $890,860 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,507 | $526,277 | |
| 3 | DUK |
Duke Energy CORP
|
3,523 | $445,935 | |
| 4 | PPL |
PPL Corp
|
10,603 | $385,413 | |
| 5 | SO |
Southern Co
This page
|
3,536 | $338,425 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,240 | $169,639 | |
| 7 | EVRG |
Evergy, Inc.
|
1,842 | $159,200 | |
| 8 | LNT |
Alliant Energy Corp
|
1,914 | $146,015 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,425 | 3,536 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $316,002 | 3,274 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $238,488 | 2,735 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $297,005 | 3,134 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $246,560 | 2,685 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $228,032 | 2,480 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $184,231 | 2,238 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,919,401 | 43,462 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $3,391,823 | 43,726 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $3,041,057 | 42,390 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $3,017,262 | 43,030 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $2,724,063 | 42,090 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $3,066,342 | 43,649 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,935,023 | 42,182 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,324,421 | 46,554 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,231,292 | 47,519 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,164,452 | 44,376 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $401,705 | 5,540 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $158,000 | 21,030 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,572,239 | 25,594 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 SOJC | $10,416 | 400 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 SOJD | $168,704 | 6,400 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $193,294 | 3,565 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||