Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$515,206
-$64,107 QoQ
Shares Held
5,383
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,385
of 2,360 holders
Holding Since
Dec 2020
19 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, 2026CHILDRESS CAPITAL ADVISORS, LLC holds $3,048,041 across 7 Utilities - Regulated Electric names. SO ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
6,652 | $764,048 | |
| 2 | DUK |
Duke Energy CORP
|
4,491 | $568,470 | |
| 3 | SO |
Southern Co
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|
5,383 | $515,206 | |
| 4 | NEE |
Nextera Energy Inc
|
5,774 | $506,783 | |
| 5 | ED |
Consolidated Edison Inc
|
2,318 | $256,440 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,675 | $229,156 | |
| 7 | EIX |
Edison International
|
2,793 | $207,938 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,206 | 5,383 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $579,313 | 6,002 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $633,420 | 7,264 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $727,833 | 7,680 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $593,864 | 6,467 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $499,196 | 5,429 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $426,335 | 5,179 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $463,254 | 5,137 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $400,959 | 5,169 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $337,393 | 4,703 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $360,486 | 5,141 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $330,654 | 5,109 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $364,619 | 5,106 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $264,452 | 3,889 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $272,974 | 3,828 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $275,538 | 3,800 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $270,685 | 3,947 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $221,914 | 3,581 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $129,740 | 2,112 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||