Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,912,780
+$9,608,356 QoQ
Shares Held
103,571
+3183.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#325
of 2,354 holders
Holding Since
Dec 2020
23 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, 2026Mayflower Financial Advisors, LLC holds $61,627,385 across 6 Utilities - Regulated Electric names. SO ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
290,804 | $36,809,970 | |
| 2 | NEE |
Nextera Energy Inc
|
134,109 | $11,770,746 | |
| 3 | SO |
Southern Co
This page
|
103,571 | $9,912,780 | |
| 4 | ED |
Consolidated Edison Inc
|
19,340 | $2,139,584 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,373 | $598,270 | |
| 6 | NGG |
National Grid PLC
|
4,779 | $396,035 |
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,912,780 | 103,571 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $304,424 | 3,154 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $227,679 | 2,611 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $246,875 | 2,605 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $234,992 | 2,559 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $235,943 | 2,566 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $209,339 | 2,543 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $220,490 | 2,445 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $232,167 | 2,993 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $229,209 | 3,195 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,237,085 | 103,210 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $6,663,118 | 102,953 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,243,618 | 103,112 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $7,174,393 | 103,110 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $7,356,729 | 103,021 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $7,017,328 | 103,196 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $7,358,478 | 103,190 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,478,463 | 103,137 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $7,068,746 | 103,073 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,395,118 | 103,197 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $6,242,151 | 103,159 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $6,412,176 | 103,156 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,336,750 | 103,154 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||