Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,231,787
-$9,749 QoQ
Shares Held
12,870
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#927
of 2,354 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GoalVest Advisory LLC holds $5,766,996 across 13 Utilities - Regulated Electric names. SO ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,978 | $2,455,629 | |
| 2 | SO |
Southern Co
This page
|
12,870 | $1,231,787 | |
| 3 | DTE |
Dte Energy Co
|
8,022 | $1,222,312 | |
| 4 | EVRG |
Evergy, Inc.
|
6,290 | $543,644 | |
| 5 | ES |
Eversource Energy
|
1,347 | $97,347 | |
| 6 | ETR |
Entergy Corp /De/
|
364 | $41,809 | |
| 7 | AEP |
American Electric Power Co Inc
|
298 | $40,769 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
294 | $34,330 |
All Filings in SO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,231,787 | 12,870 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,241,536 | 12,863 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,274,602 | 14,617 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,560,388 | 16,465 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,433,741 | 15,613 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,417,409 | 15,415 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,074,605 | 13,054 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,188,211 | 13,176 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $993,671 | 12,810 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $990,872 | 13,812 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $877,411 | 12,513 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $720,592 | 11,134 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $747,460 | 10,640 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,118,081 | 16,069 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,027,946 | 14,395 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $878,288 | 12,916 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $835,182 | 11,712 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $685,146 | 9,449 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $532,790 | 8,805 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $684,132 | 11,006 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,118,026 | 18,200 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||