Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,281,020
-$370,260 QoQ
Shares Held
86,522
-3.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#358
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $26,157,662 across 10 Utilities - Regulated Electric names. SO ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
86,522 | $8,281,020 | |
| 2 | ED |
Consolidated Edison Inc
|
37,009 | $4,094,305 | |
| 3 | NEE |
Nextera Energy Inc
|
35,594 | $3,124,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
21,051 | $2,879,987 | |
| 5 | XEL |
Xcel Energy Inc
|
32,837 | $2,636,811 | |
| 6 | DUK |
Duke Energy CORP
|
20,061 | $2,539,321 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
12,907 | $1,047,532 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,784 | $792,167 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,281,020 | 86,522 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,651,280 | 89,632 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,829,339 | 89,786 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $8,660,366 | 91,383 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,708,147 | 94,829 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,471,721 | 92,134 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,740,796 | 94,033 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,289,525 | 91,922 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,773,334 | 87,319 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,438,521 | 89,748 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,486,310 | 92,503 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,950,033 | 91,935 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,373,782 | 90,730 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,411,031 | 92,139 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,605,639 | 92,503 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $5,304,816 | 78,012 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,706,154 | 80,019 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,950,243 | 82,061 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,704,072 | 83,174 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,002,838 | 80,730 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $5,042,963 | 83,341 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,198,067 | 83,624 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,244,401 | 85,372 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,612,441 | 85,069 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,376,502 | 84,407 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $4,401,906 | 81,306 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||