Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,092,316
+$162,399 QoQ
Shares Held
21,861
+9.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#739
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Snowden Capital Advisors LLC holds $38,563,016 across 20 Utilities - Regulated Electric names. SO ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
158,439 | $13,906,191 | |
| 2 | DUK |
Duke Energy CORP
|
33,356 | $4,222,202 | |
| 3 | AEP |
American Electric Power Co Inc
|
22,744 | $3,111,606 | |
| 4 | ED |
Consolidated Edison Inc
|
27,388 | $3,029,934 | |
| 5 | SO |
Southern Co
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|
21,861 | $2,092,316 | |
| 6 | NGG |
National Grid PLC
|
22,192 | $1,839,051 | |
| 7 | D |
Dominion Energy, Inc
|
24,719 | $1,688,060 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
13,400 | $1,564,718 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,092,316 | 21,861 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,929,917 | 19,995 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,728,042 | 19,817 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,847,730 | 19,497 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,652,297 | 17,993 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,501,543 | 16,330 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,288,472 | 15,652 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,295,622 | 25,456 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,143,646 | 27,635 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,058,005 | 28,687 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,933,979 | 27,581 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,785,495 | 27,588 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,126,537 | 30,271 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,574,877 | 37,006 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,535,769 | 35,510 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,334,236 | 34,327 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,352,659 | 32,992 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,230,190 | 30,757 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $994,890 | 14,507 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,316,986 | 21,252 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $1,280,633 | 21,164 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $1,071,016 | 17,230 | Shares | Sole | 2024-01-08 | |
| 2020-12-31 | $853,201 | 13,889 | Shares | Sole | 2024-01-08 | |
| 2020-09-30 | $700,956 | 12,928 | Shares | Sole | 2024-01-08 | |
| 2020-06-30 | $665,183 | 12,829 | Shares | Sole | 2024-01-08 | |
| 2020-03-31 | $699,380 | 12,918 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||