Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,752
-$66 QoQ
Shares Held
81
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,300
of 2,359 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, 2026Carolina Wealth Advisors, LLC holds $149,608 across 8 Utilities - Regulated Electric names. SO ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
900 | $73,044 | |
| 2 | EVRG |
Evergy, Inc.
|
478 | $41,313 | |
| 3 | SO |
Southern Co
This page
|
81 | $7,752 | |
| 4 | EXC |
Exelon Corp
|
150 | $6,993 | |
| 5 | EIX |
Edison International
|
89 | $6,626 | |
| 6 | DUK |
Duke Energy CORP
|
40 | $5,063 | |
| 7 | D |
Dominion Energy, Inc
|
70 | $4,780 | |
| 8 | NEE |
Nextera Energy Inc
|
46 | $4,037 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,752 | 81 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,818 | 81 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,063 | 81 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,676 | 81 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $7,438 | 81 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,447 | 81 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,667 | 81 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $72,594 | 805 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $46,076 | 594 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $42,613 | 594 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $41,651 | 594 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $38,443 | 594 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $41,728 | 594 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $34,929 | 502 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $35,847 | 502 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $34,136 | 502 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $35,797 | 502 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $36,400 | 502 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $34,427 | 502 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $31,108 | 502 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $30,376 | 502 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $31,204 | 502 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $30,837 | 502 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $27,218 | 502 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $26,028 | 502 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $27,178 | 502 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||