Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$733,042
-$5,722 QoQ
Shares Held
7,659
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,196
of 2,360 holders
Holding Since
Dec 2020
22 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, 2026Northstar Advisory Group, LLC holds $3,128,296 across 7 Utilities - Regulated Electric names. SO ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
7,659 | $733,042 | |
| 2 | DUK |
Duke Energy CORP
|
4,607 | $583,154 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,405 | $465,838 | |
| 4 | NEE |
Nextera Energy Inc
|
5,102 | $447,802 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,988 | $404,826 | |
| 6 | EXC |
Exelon Corp
|
5,505 | $256,643 | |
| 7 | EVRG |
Evergy, Inc.
|
2,742 | $236,991 |
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,042 | 7,659 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $738,764 | 7,654 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $658,883 | 7,556 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $712,859 | 7,522 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $695,612 | 7,575 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $708,934 | 7,710 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $675,517 | 8,206 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $694,566 | 7,702 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $586,118 | 7,556 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $544,793 | 7,594 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $519,378 | 7,407 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $479,057 | 7,402 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $517,040 | 7,360 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $515,935 | 7,415 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $518,865 | 7,266 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $493,748 | 7,261 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $519,707 | 7,288 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $527,800 | 7,279 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $455,645 | 6,644 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $395,432 | 6,535 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $445,065 | 7,160 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $397,390 | 6,469 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||