Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$542,962
-$13,572 QoQ
Shares Held
5,673
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#1,355
of 2,360 holders
Holding Since
Dec 2020
8 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, 2026WEBSTERROGERS FINANCIAL ADVISORS, LLC holds $1,045,104 across 2 Utilities - Regulated Electric names. SO ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
5,673 | $542,962 | |
| 2 | DUK |
Duke Energy CORP
|
3,967 | $502,142 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,962 | 5,673 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $556,534 | 5,766 | Shares | Sole | 2026-04-15 | |
| 2022-03-31 | $243,126 | 3,353 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $229,948 | 3,353 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $207,785 | 3,353 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $202,890 | 3,353 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $208,422 | 3,353 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $210,152 | 3,421 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||