Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,014,526
-$88,021 QoQ
Shares Held
10,600
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,009
of 2,356 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $3,451,336 across 16 Utilities - Regulated Electric names. SO ranks #1 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
10,600 | $1,014,526 | |
| 2 | D |
Dominion Energy, Inc
|
9,372 | $640,013 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
5,417 | $579,619 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
7,053 | $572,421 | |
| 5 | FTS |
Fortis Inc.
|
2,866 | $164,021 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,181 | $161,572 | |
| 7 | ETR |
Entergy Corp /De/
|
1,200 | $137,832 | |
| 8 | IDA |
Idacorp Inc
|
661 | $100,009 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,526 | 10,600 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,102,547 | 11,423 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $990,504 | 11,359 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,066,352 | 11,252 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 SOJE | $4,392 | 250 | Shares | Sole | 2025-08-07 | |
| 2025-06-30 | $1,041,352 | 11,340 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 SOJE | $4,592 | 250 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $1,033,977 | 11,245 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SOJE | $4,727 | 250 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $926,182 | 11,251 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,000,366 | 11,093 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $864,362 | 11,143 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $43,044 | 600 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $745,375 | 10,630 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $91,071 | 17,857 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $495,332 | 7,051 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $484,485 | 6,963 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $495,728 | 6,942 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $436,900 | 6,425 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $457,168 | 6,411 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $432,232 | 5,961 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $408,805 | 5,961 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||