Position in SO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$331,156
+$181,937 QoQ
Shares Held
3,460
+123.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,653
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, 2026Cedar Mountain Advisors, LLC holds $1,024,129 across 24 Utilities - Regulated Electric names. SO ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,460 | $331,156 | |
| 2 | ETR |
Entergy Corp /De/
|
596 | $68,456 | |
| 3 | AEE |
Ameren Corp
|
576 | $65,111 | |
| 4 | ED |
Consolidated Edison Inc
|
586 | $64,829 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,267 | $55,798 | |
| 6 | AEP |
American Electric Power Co Inc
|
358 | $48,977 | |
| 7 | FE |
Firstenergy Corp
|
963 | $45,781 | |
| 8 | DTE |
Dte Energy Co
|
285 | $43,425 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,156 | 3,460 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $149,219 | 1,546 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $299,793 | 3,438 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $324,587 | 3,425 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $306,804 | 3,341 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $304,722 | 3,314 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $270,668 | 3,288 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $289,477 | 3,210 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $247,060 | 3,185 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $226,411 | 3,156 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $219,054 | 3,124 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $200,243 | 3,094 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $215,175 | 3,063 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $210,966 | 3,032 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $214,301 | 3,001 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $203,184 | 2,988 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $212,289 | 2,977 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $215,064 | 2,966 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $202,585 | 2,954 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $181,200 | 2,924 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $175,236 | 2,896 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $178,150 | 2,866 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $174,215 | 2,836 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $152,141 | 2,806 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $143,780 | 2,773 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $148,506 | 2,743 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||