Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$350,107
+$53,791 QoQ
Shares Held
3,658
+19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,617
of 2,359 holders
Holding Since
Jun 2021
21 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, 2026Continuum Advisory, LLC holds $11,311,930 across 27 Utilities - Regulated Electric names. SO ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
35,181 | $4,040,889 | |
| 2 | NEE |
Nextera Energy Inc
|
13,980 | $1,227,024 | |
| 3 | IDA |
Idacorp Inc
|
6,956 | $1,052,442 | |
| 4 | DUK |
Duke Energy CORP
|
6,445 | $815,808 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,954 | $540,946 | |
| 6 | D |
Dominion Energy, Inc
|
6,764 | $461,913 | |
| 7 | ES |
Eversource Energy
|
5,739 | $414,757 | |
| 8 | SO |
Southern Co
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|
3,658 | $350,107 |
All Filings in SO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,107 | 3,658 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $296,316 | 3,070 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $219,656 | 2,519 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $289,238 | 3,052 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $253,726 | 2,763 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $267,206 | 2,906 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $146,529 | 1,780 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $181,712 | 2,015 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $155,993 | 2,011 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $143,910 | 2,006 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $241,142 | 3,439 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $323,146 | 4,993 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $400,073 | 5,695 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $436,197 | 6,269 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $445,598 | 6,240 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $392,224 | 5,768 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $404,612 | 5,674 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $410,769 | 5,665 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $267,119 | 3,895 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $215,407 | 3,476 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $212,813 | 3,517 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||