Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$313,354
+$50,820 QoQ
Shares Held
3,274
+20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,697
of 2,359 holders
Holding Since
Dec 2023
11 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, 2026Astoria Portfolio Advisors LLC. holds $2,603,370 across 6 Utilities - Regulated Electric names. SO ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,701 | $1,026,996 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,134 | $365,957 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,525 | $345,445 | |
| 4 | SO |
Southern Co
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|
3,274 | $313,354 | |
| 5 | EIX |
Edison International
|
4,046 | $301,224 | |
| 6 | ETR |
Entergy Corp /De/
|
2,180 | $250,394 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,354 | 3,274 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $262,534 | 2,720 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $237,881 | 2,728 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $556,394 | 5,871 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $575,223 | 6,264 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $593,077 | 6,450 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $491,862 | 5,975 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $530,528 | 5,883 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $419,808 | 5,412 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $392,059 | 5,465 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $342,395 | 4,883 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||