Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,514,205
+$1,663,092 QoQ
Shares Held
26,269
+197.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#676
of 2,360 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names. SO ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
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|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
|
18,645 | $869,229 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,514,205 | 26,269 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $851,113 | 8,818 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $833,632 | 9,560 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $324,208 | 3,421 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,794,082 | 19,537 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,565,540 | 17,026 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $581,179 | 7,060 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $688,073 | 7,630 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $610,631 | 7,872 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $610,507 | 8,510 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $647,207 | 9,230 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $542,871 | 8,388 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $357,080 | 5,083 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $553,091 | 7,949 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $680,108 | 9,524 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $519,180 | 7,635 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $534,967 | 7,502 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $496,911 | 6,853 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $463,806 | 6,763 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||