Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,047,863
+$1,044,161 QoQ
Shares Held
42,293
+35.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#525
of 2,354 holders
Holding Since
Jun 2022
15 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, 2026Focus Partners Advisor Solutions, LLC holds $31,247,295 across 21 Utilities - Regulated Electric names. SO ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
61,492 | $4,578,079 | |
| 2 | SO |
Southern Co
This page
|
42,293 | $4,047,863 | |
| 3 | PCG |
PG&E Corp
|
240,451 | $4,044,385 | |
| 4 | ES |
Eversource Energy
|
36,529 | $2,639,950 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,388 | $2,378,852 | |
| 6 | NEE |
Nextera Energy Inc
|
21,766 | $1,910,401 | |
| 7 | AEE |
Ameren Corp
|
14,481 | $1,636,932 | |
| 8 | DUK |
Duke Energy CORP
|
12,304 | $1,557,440 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,047,863 | 42,293 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $3,003,702 | 31,120 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,098,826 | 35,537 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,200,559 | 23,220 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,992,343 | 21,696 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,941,204 | 31,987 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,514,135 | 30,541 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $2,167,927 | 24,040 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,327,455 | 17,113 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,092,528 | 15,229 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $450,240 | 6,421 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $578,726 | 8,942 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $509,874 | 7,258 | Shares | Other | 2023-08-14 | |
| 2022-09-30 | $2,047,004 | 30,103 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $314,904 | 4,416 | Shares | Other | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||