Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,736,931
-$163,573 QoQ
Shares Held
70,389
-1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.78%
of 13F equity value
Holder Rank
#418
of 2,354 holders
Holding Since
Dec 2021
19 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, 2026Carson Advisory Inc. holds $23,078,400 across 7 Utilities - Regulated Electric names. SO ranks #1 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
70,389 | $6,736,931 | |
| 2 | EIX |
Edison International
|
71,827 | $5,347,520 | |
| 3 | D |
Dominion Energy, Inc
|
74,040 | $5,056,191 | |
| 4 | DUK |
Duke Energy CORP
|
30,595 | $3,872,715 | |
| 5 | NEE |
Nextera Energy Inc
|
12,351 | $1,084,047 | |
| 6 | PCG |
PG&E Corp
|
40,006 | $672,900 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,252 | $308,096 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,736,931 | 70,389 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,900,504 | 71,493 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,227,562 | 71,417 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,616,746 | 69,819 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,339,300 | 69,033 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,382,249 | 69,410 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,713,501 | 69,406 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,376,357 | 70,707 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,427,417 | 69,968 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,017,854 | 69,945 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,924,387 | 70,228 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,580,040 | 70,767 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,985,853 | 70,973 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,993,826 | 71,771 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $5,206,931 | 72,916 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,780,264 | 70,298 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,999,116 | 70,104 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,274,522 | 72,742 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,884,130 | 71,218 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||