Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,904,147
-$24,994 QoQ
Shares Held
19,895
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#778
of 2,356 holders
Holding Since
Jun 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, 2026Advisor OS, LLC holds $9,247,086 across 12 Utilities - Regulated Electric names. SO ranks #1 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
19,895 | $1,904,147 | |
| 2 | DUK |
Duke Energy CORP
|
13,356 | $1,690,600 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,428 | $1,289,842 | |
| 4 | LNT |
Alliant Energy Corp
|
15,314 | $1,168,304 | |
| 5 | NEE |
Nextera Energy Inc
|
8,149 | $715,235 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,521 | $527,915 | |
| 7 | ES |
Eversource Energy
|
5,804 | $419,454 | |
| 8 | D |
Dominion Energy, Inc
|
5,863 | $400,381 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,904,147 | 19,895 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,929,141 | 19,987 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,669,964 | 19,151 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,719,978 | 18,149 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,641,275 | 17,873 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,491,610 | 16,222 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,315,388 | 15,979 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,463,075 | 16,224 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,119,488 | 14,432 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $865,755 | 12,068 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $577,715 | 8,239 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $398,738 | 6,161 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $959,964 | 13,665 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,412,958 | 20,307 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,485,753 | 20,806 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,091,672 | 16,054 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,086,263 | 15,233 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $789,124 | 10,883 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $518,324 | 7,558 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $413,461 | 6,672 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $348,717 | 5,763 | Shares | Sole | 2021-08-10 | |
| 2020-09-30 | $222,464 | 4,103 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $470,746 | 9,079 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||