Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$274,687
-$28,096 QoQ
Shares Held
2,870
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,794
of 2,360 holders
Holding Since
Sep 2020
24 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, 2026PACES FERRY WEALTH ADVISORS, LLC holds $498,237 across 2 Utilities - Regulated Electric names. SO ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,870 | $274,687 | |
| 2 | NEE |
Nextera Energy Inc
|
2,547 | $223,550 |
All Filings in SO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,687 | 2,870 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $302,783 | 3,137 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $289,242 | 3,317 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $366,475 | 3,867 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $355,565 | 3,872 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $365,777 | 3,978 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $326,234 | 3,963 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $356,391 | 3,952 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $310,822 | 4,007 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $301,092 | 4,197 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $347,514 | 4,956 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $291,369 | 4,502 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $340,572 | 4,848 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $512,039 | 7,359 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $202,518 | 2,836 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $575,484 | 8,463 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $626,529 | 8,786 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $695,153 | 9,587 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $657,133 | 9,582 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $572,664 | 9,241 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $538,781 | 8,904 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $540,294 | 8,692 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $515,397 | 8,390 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $455,176 | 8,395 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||