Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$255,641
+$41,174 QoQ
Shares Held
2,671
+20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,855
of 2,360 holders
Holding Since
Mar 2022
11 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, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $490,826 across 2 Utilities - Regulated Electric names. SO ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,671 | $255,641 | |
| 2 | DUK |
Duke Energy CORP
|
1,858 | $235,185 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,641 | 2,671 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $214,467 | 2,222 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $210,578 | 2,222 | Shares | Sole | 2025-10-30 | |
| 2024-09-30 | $351,702 | 3,900 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $302,523 | 3,900 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $279,786 | 3,900 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $274,660 | 3,917 | Shares | Sole | 2024-01-31 | |
| 2022-12-31 | $244,007 | 3,417 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $232,356 | 3,417 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $243,666 | 3,417 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $247,766 | 3,417 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||