Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$628,527
+$228,645 QoQ
Shares Held
6,567
+58.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,267
of 2,356 holders
Holding Since
Dec 2020
5 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, 2026SAX WEALTH ADVISORS, LLC holds $6,891,098 across 8 Utilities - Regulated Electric names. SO ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
26,397 | $2,316,864 | |
| 2 | ED |
Consolidated Edison Inc
|
8,715 | $964,140 | |
| 3 | D |
Dominion Energy, Inc
|
12,180 | $831,772 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
10,009 | $812,330 | |
| 5 | SO |
Southern Co
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|
6,567 | $628,527 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,646 | $498,809 | |
| 7 | DUK |
Duke Energy CORP
|
3,861 | $488,725 | |
| 8 | ES |
Eversource Energy
|
4,842 | $349,931 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,527 | 6,567 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $399,882 | 4,143 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $383,854 | 4,402 | Shares | Sole | 2026-01-12 | |
| 2021-03-31 | $200,901 | 3,232 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $246,702 | 4,016 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||