Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$460,747
-$23,686 QoQ
Shares Held
4,814
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,463
of 2,360 holders
Holding Since
Dec 2022
12 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, 2026SageView Advisory Group, LLC holds $8,340,129 across 14 Utilities - Regulated Electric names. SO ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
30,425 | $2,077,723 | |
| 2 | NEE |
Nextera Energy Inc
|
14,853 | $1,303,647 | |
| 3 | DUK |
Duke Energy CORP
|
5,562 | $704,037 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,388 | $600,322 | |
| 5 | EXC |
Exelon Corp
|
12,168 | $567,272 | |
| 6 | EIX |
Edison International
|
6,461 | $481,021 | |
| 7 | XEL |
Xcel Energy Inc
|
5,852 | $469,915 | |
| 8 | SO |
Southern Co
This page
|
4,814 | $460,747 |
All Filings in SO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,747 | 4,814 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $484,433 | 5,019 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,722,897 | 19,758 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,943,164 | 20,504 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $415,898 | 4,529 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $384,902 | 4,186 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $337,429 | 4,099 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $251,421 | 2,788 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $589,842 | 7,604 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $591,882 | 8,441 | Shares | Sole | 2024-03-06 | |
| 2023-06-30 | $211,944 | 3,017 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $254,076 | 3,558 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||