Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$347,331
-$2,360 QoQ
Shares Held
3,629
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,620
of 2,359 holders
Holding Since
Dec 2024
7 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, 2026Spectrum Wealth Advisory Group, LLC holds $1,910,207 across 21 Utilities - Regulated Electric names. SO ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,200 | $456,404 | |
| 2 | SO |
Southern Co
This page
|
3,629 | $347,331 | |
| 3 | D |
Dominion Energy, Inc
|
3,409 | $232,800 | |
| 4 | DUK |
Duke Energy CORP
|
1,392 | $176,199 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
1,689 | $137,079 | |
| 6 | ED |
Consolidated Edison Inc
|
970 | $107,311 | |
| 7 | ETR |
Entergy Corp /De/
|
874 | $100,387 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
744 | $86,876 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,331 | 3,629 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $349,691 | 3,623 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $315,402 | 3,617 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $446,366 | 4,710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $395,236 | 4,304 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $395,201 | 4,298 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $291,577 | 3,542 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||