Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,549,730
+$115,050 QoQ
Shares Held
110,226
+2.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#311
of 2,360 holders
Holding Since
Sep 2021
20 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, 2026ARS Wealth Advisors Group, LLC holds $32,804,068 across 8 Utilities - Regulated Electric names. SO ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
147,127 | $18,623,335 | |
| 2 | SO |
Southern Co
This page
|
110,226 | $10,549,730 | |
| 3 | AEP |
American Electric Power Co Inc
|
8,394 | $1,148,383 | |
| 4 | NEE |
Nextera Energy Inc
|
11,278 | $989,870 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,675 | $662,669 | |
| 6 | EIX |
Edison International
|
4,465 | $332,419 | |
| 7 | XEL |
Xcel Energy Inc
|
3,278 | $263,223 | |
| 8 | D |
Dominion Energy, Inc
|
3,433 | $234,439 |
All Filings in SO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,549,730 | 110,226 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,434,680 | 108,109 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,997,383 | 103,181 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $9,592,524 | 101,219 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $9,200,080 | 100,186 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,084,660 | 98,800 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,947,584 | 96,545 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,729,333 | 96,799 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,391,955 | 95,294 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,939,768 | 96,735 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,577,798 | 108,069 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,851,247 | 121,311 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $8,401,127 | 119,589 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,219,624 | 118,132 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,802,776 | 81,260 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,292,244 | 92,533 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,505,254 | 91,225 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,000,928 | 13,804 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $978,773 | 14,272 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $944,360 | 15,239 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||