Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$281,195
-$2,380 QoQ
Shares Held
2,938
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,772
of 2,360 holders
Holding Since
Mar 2023
13 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, 2026HC Advisors, LLC holds $281,195 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,938 | $281,195 |
All Filings in SO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,195 | 2,938 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $283,575 | 2,938 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $256,193 | 2,938 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $377,942 | 3,988 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $366,218 | 3,988 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $393,821 | 4,283 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $191,558 | 2,327 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $337,002 | 3,737 | Shares | Sole | 2024-11-05 | |
| 2024-03-31 | $239,611 | 3,340 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $222,280 | 3,170 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $205,162 | 3,170 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $216,018 | 3,075 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $213,958 | 3,075 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||