Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,257,437
-$2,052 QoQ
Shares Held
13,138
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#915
of 2,360 holders
Holding Since
Mar 2022
11 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, 2026CFS Investment Advisory Services, LLC holds $10,643,695 across 13 Utilities - Regulated Electric names. SO ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,473 | $3,025,695 | |
| 2 | DUK |
Duke Energy CORP
|
10,565 | $1,337,317 | |
| 3 | SO |
Southern Co
This page
|
13,138 | $1,257,437 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,312 | $1,137,164 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
13,563 | $1,100,773 | |
| 6 | ETR |
Entergy Corp /De/
|
4,947 | $568,212 | |
| 7 | XEL |
Xcel Energy Inc
|
5,375 | $431,612 | |
| 8 | ED |
Consolidated Edison Inc
|
3,617 | $400,148 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,437 | 13,138 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,259,489 | 13,049 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,113,020 | 12,764 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,218,742 | 12,860 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,129,325 | 12,298 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,098,066 | 11,942 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $982,900 | 11,940 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,056,458 | 11,715 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,819,480 | 23,456 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $1,143,389 | 16,276 | Shares | Sole | 2023-07-21 | |
| 2022-03-31 | $1,156,679 | 15,952 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||