Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,982,237
+$442,439 QoQ
Shares Held
208,779
+3.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#215
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arkadios Wealth Advisors holds $64,669,725 across 23 Utilities - Regulated Electric names. SO ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
208,779 | $19,982,237 | |
| 2 | NEE |
Nextera Energy Inc
|
189,577 | $16,639,172 | |
| 3 | DUK |
Duke Energy CORP
|
45,451 | $5,753,187 | |
| 4 | AEP |
American Electric Power Co Inc
|
35,266 | $4,824,741 | |
| 5 | ETR |
Entergy Corp /De/
|
21,504 | $2,469,948 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
26,353 | $2,138,808 | |
| 7 | EIX |
Edison International
|
24,765 | $1,843,753 | |
| 8 | ES |
Eversource Energy
|
22,920 | $1,656,427 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,982,237 | 208,779 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,539,798 | 202,443 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,443,624 | 154,170 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,695,117 | 144,509 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,888,862 | 129,466 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,765,321 | 117,078 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,973,538 | 109,008 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,378,269 | 103,995 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,343,196 | 107,557 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,498,480 | 104,523 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,195,784 | 102,621 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,607,588 | 102,095 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,569,130 | 65,041 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,544,617 | 65,315 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,500,186 | 63,019 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $3,573,196 | 52,547 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,178,286 | 44,570 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,875,746 | 39,660 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,728,078 | 25,198 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,299,077 | 20,963 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $787,477 | 13,014 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $468,313 | 7,534 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $374,845 | 6,102 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $162,063 | 2,989 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $142,794 | 2,754 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $172,165 | 3,180 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||