Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$395,090
-$1,221 QoQ
Shares Held
4,128
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,556
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, 2026American Financial Advisors, LLC holds $395,090 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
4,128 | $395,090 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,090 | 4,128 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $396,311 | 4,106 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $356,299 | 4,086 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $385,050 | 4,063 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $371,176 | 4,042 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $369,730 | 4,021 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $380,647 | 4,624 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $413,204 | 4,582 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $444,708 | 5,733 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $431,659 | 6,017 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $418,686 | 5,971 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $362,173 | 5,596 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $389,536 | 5,545 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $382,481 | 5,497 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $388,970 | 5,447 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $314,364 | 4,623 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $327,241 | 4,589 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $330,210 | 4,554 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $309,775 | 4,517 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $277,563 | 4,479 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $268,785 | 4,442 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $273,752 | 4,404 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $268,080 | 4,364 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $234,555 | 4,326 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $222,073 | 4,283 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $230,040 | 4,249 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||