Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$274,496
-$3,964 QoQ
Shares Held
2,868
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,795
of 2,360 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $7,243,115 across 21 Utilities - Regulated Electric names. SO ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
42,320 | $4,941,706 | |
| 2 | NEE |
Nextera Energy Inc
|
5,494 | $482,208 | |
| 3 | EIX |
Edison International
|
5,968 | $444,317 | |
| 4 | SO |
Southern Co
This page
|
2,868 | $274,496 | |
| 5 | XEL |
Xcel Energy Inc
|
2,356 | $189,186 | |
| 6 | LNT |
Alliant Energy Corp
|
2,134 | $162,802 | |
| 7 | EXC |
Exelon Corp
|
3,411 | $159,020 | |
| 8 | DUK |
Duke Energy CORP
|
999 | $126,453 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,496 | 2,868 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $278,460 | 2,885 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $252,444 | 2,895 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $272,842 | 2,879 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $264,194 | 2,877 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $264,264 | 2,874 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $234,035 | 2,843 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $256,111 | 2,840 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||