Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$99,634
+$87,183 QoQ
Shares Held
1,041
+707.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,119
of 2,359 holders
Holding Since
Mar 2020
19 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, 2026Lloyd Advisory Services, LLC. holds $1,310,451 across 21 Utilities - Regulated Electric names. SO ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,360 | $298,728 | |
| 2 | FE |
Firstenergy Corp
|
4,768 | $226,670 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,616 | $188,700 | |
| 4 | NGG |
National Grid PLC
|
2,128 | $176,347 | |
| 5 | PPL |
PPL Corp
|
3,609 | $131,187 | |
| 6 | SO |
Southern Co
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|
1,041 | $99,634 | |
| 7 | XEL |
Xcel Energy Inc
|
945 | $75,883 | |
| 8 | ES |
Eversource Energy
|
530 | $38,303 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,634 | 1,041 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,451 | 129 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $135,160 | 1,550 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $353,586 | 3,731 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $303,498 | 3,305 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $342,697 | 3,727 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $298,080 | 3,621 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $337,273 | 3,740 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $376,136 | 4,849 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $222,560 | 3,174 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $230,402 | 3,231 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $220,502 | 3,041 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $207,523 | 3,026 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $186,591 | 3,011 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $189,033 | 3,124 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $193,814 | 3,118 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $200,814 | 3,269 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $159,732 | 2,946 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $141,576 | 2,615 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||