Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$448,018
+$14,644 QoQ
Shares Held
4,681
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,477
of 2,360 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Soltis Investment Advisors LLC holds $33,657,409 across 11 Utilities - Regulated Electric names. SO ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
81,719 | $11,179,976 | |
| 2 | ETR |
Entergy Corp /De/
|
80,942 | $9,296,998 | |
| 3 | ES |
Eversource Energy
|
118,065 | $8,532,557 | |
| 4 | NEE |
Nextera Energy Inc
|
12,312 | $1,080,624 | |
| 5 | DUK |
Duke Energy CORP
|
7,233 | $915,553 | |
| 6 | EIX |
Edison International
|
8,713 | $648,682 | |
| 7 | PCG |
PG&E Corp
|
33,284 | $559,836 | |
| 8 | SO |
Southern Co
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|
4,681 | $448,018 |
All Filings in SO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,018 | 4,681 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $433,374 | 4,490 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $399,463 | 4,581 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $437,742 | 4,619 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $339,403 | 3,696 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $271,712 | 2,955 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $271,738 | 3,301 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $272,614 | 3,023 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $201,061 | 2,592 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $382,635 | 5,277 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,295,166 | 33,467 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,921,193 | 31,002 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,759,328 | 29,075 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,540,635 | 24,785 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,185,906 | 19,305 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $848,434 | 15,648 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $563,194 | 10,862 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $327,168 | 6,043 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||