Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,882,749
+$937,320 QoQ
Shares Held
92,809
+12.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#346
of 2,360 holders
Holding Since
Sep 2023
12 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, 2026Lifeworks Advisors, LLC holds $18,258,197 across 10 Utilities - Regulated Electric names. SO ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
92,809 | $8,882,749 | |
| 2 | EVRG |
Evergy, Inc.
|
69,437 | $6,001,439 | |
| 3 | XEL |
Xcel Energy Inc
|
8,921 | $716,356 | |
| 4 | ED |
Consolidated Edison Inc
|
5,914 | $654,265 | |
| 5 | FE |
Firstenergy Corp
|
9,372 | $445,544 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,666 | $364,735 | |
| 7 | NEE |
Nextera Energy Inc
|
3,794 | $332,999 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
3,067 | $328,169 |
All Filings in SO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,882,749 | 92,809 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,945,429 | 82,319 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,989,070 | 68,682 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,812,136 | 50,777 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,977,547 | 86,873 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,841,404 | 85,279 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,295,316 | 64,326 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $501,130 | 5,557 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $313,925 | 4,047 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $248,794 | 3,468 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $258,041 | 3,680 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $259,980 | 4,017 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||