Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,723,370
+$1,440,024 QoQ
Shares Held
101,592
+18.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#327
of 2,356 holders
Holding Since
Jun 2022
17 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, 2026ADVOCATE GROUP LLC holds $51,908,855 across 7 Utilities - Regulated Electric names. SO ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
127,851 | $11,050,161 | |
| 2 | DUK |
Duke Energy CORP
|
78,306 | $9,911,973 | |
| 3 | SO |
Southern Co
This page
|
101,592 | $9,723,370 | |
| 4 | D |
Dominion Energy, Inc
|
123,422 | $8,428,488 | |
| 5 | XEL |
Xcel Energy Inc
|
94,246 | $7,567,953 | |
| 6 | NEE |
Nextera Energy Inc
|
53,482 | $4,694,115 | |
| 7 | CNP |
Centerpoint Energy Inc
|
12,098 | $532,795 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,723,370 | 101,592 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,283,346 | 85,820 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,480,539 | 85,786 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,323,743 | 87,831 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,207,122 | 89,373 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,369,380 | 91,021 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,656,336 | 93,007 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,512,811 | 94,398 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $7,301,974 | 94,134 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,793,491 | 94,696 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,677,948 | 95,236 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $6,530,571 | 100,905 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $7,311,128 | 104,073 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,524,659 | 108,144 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $8,774,789 | 122,879 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $8,943,088 | 131,516 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $9,786,013 | 137,232 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||