Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$215,251
+$2,714 QoQ
Shares Held
2,249
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,989
of 2,360 holders
Holding Since
Dec 2020
6 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, 2026ACT Advisors, LLC. holds $215,251 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,249 | $215,251 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,251 | 2,249 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $212,537 | 2,202 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $216,454 | 2,284 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $208,821 | 2,274 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $201,002 | 2,186 | Shares | Sole | 2025-04-10 | |
| 2020-12-31 | $391,124 | 6,367 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||