Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,439,720
-$438,632 QoQ
Shares Held
401,627
-0.3% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#151
of 2,367 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sanctuary Advisors, LLC holds $223,510,656 across 30 Utilities - Regulated Electric names. SO ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
596,968 | $52,395,881 | |
| 2 | SO |
Southern Co
This page
|
401,627 | $38,439,720 | |
| 3 | DUK |
Duke Energy CORP
|
218,196 | $27,619,249 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
117,288 | $13,695,719 | |
| 5 | D |
Dominion Energy, Inc
|
197,012 | $13,453,949 | |
| 6 | ETR |
Entergy Corp /De/
|
115,909 | $13,313,307 | |
| 7 | ES |
Eversource Energy
|
144,301 | $10,428,633 | |
| 8 | XEL |
Xcel Energy Inc
|
85,314 | $6,850,714 |
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,439,720 | 401,627 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $38,878,352 | 402,801 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $32,092,477 | 368,033 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $37,925,437 | 400,184 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $36,631,813 | 398,909 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $36,796,918 | 400,184 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $32,978,050 | 400,608 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $36,404,223 | 403,684 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $29,072,848 | 374,795 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||