Elevated Capital Advisors, LLC

Position in SO — Southern Co

CIK 1802387 SANDY, UT

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$13,973

-$118 QoQ

Shares Held

146

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,282

of 2,360 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Elevated Capital Advisors, LLC holds $5,330,892 across 25 Utilities - Regulated Electric names. SO ranks #20 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	8,140	$555,880
2	AEP	American Electric Power Co Inc	3,072	$420,280
3	CMS	Cms Energy Corp	4,849	$370,948
4	EIX	Edison International	4,811	$358,178
5	EXC	Exelon Corp	7,543	$351,654
6	FE	Firstenergy Corp	7,351	$349,466
7	ES	Eversource Energy	4,742	$342,704
8	WEC	Wec Energy Group, Inc.	2,775	$324,036

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,973	146	0.0%	Shares	Sole	2026-08-03
2026-03-31	$14,091	146	0.0%	Shares	Sole	2026-04-30
2025-12-31	$12,731	146	-99.4%	Shares	Sole	2026-01-27
2023-06-30	$1,712,484	24,377	+2.4%	Shares	Sole	2023-08-18
2023-03-31	$1,655,656	23,795	+3.3%	Shares	Sole	2023-04-18
2022-12-31	$1,644,857	23,034	+7.9%	Shares	Sole	2023-01-17
2022-09-30	$1,452,072	21,354	+8.5%	Shares	Sole	2022-10-06
2022-03-31	$1,427,431	19,686	+21.0%	Shares	Sole	2022-04-20
2021-09-30	$1,008,623	16,276	+17.1%	Shares	Sole	2021-10-07
2021-03-31	$864,024	13,900	-0.2%	Shares	Sole	2021-04-21
2020-12-31	$855,412	13,925	-6.7%	Shares	Sole	2021-02-25
2020-09-30	$809,613	14,932	-3.3%	Shares	Sole	2020-11-27
2020-06-30	$800,408	15,437	—	Shares	Sole	2020-09-11
No filing history on record for this holder in this stock.