Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$512,144
-$3,851 QoQ
Shares Held
5,351
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,389
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $6,728,116 across 21 Utilities - Regulated Electric names. SO ranks #7 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
7,890 | $1,079,430 | |
| 2 | ED |
Consolidated Edison Inc
|
8,560 | $946,992 | |
| 3 | DUK |
Duke Energy CORP
|
6,275 | $794,289 | |
| 4 | ES |
Eversource Energy
|
8,870 | $641,034 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
7,896 | $640,839 | |
| 6 | D |
Dominion Energy, Inc
|
8,666 | $591,801 | |
| 7 | SO |
Southern Co
This page
|
5,351 | $512,144 | |
| 8 | NEE |
Nextera Energy Inc
|
4,622 | $405,672 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,144 | 5,351 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $515,995 | 5,346 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $489,104 | 5,609 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $547,296 | 5,775 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $530,042 | 5,772 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $530,091 | 5,765 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $474,574 | 5,765 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $507,803 | 5,631 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $419,188 | 5,404 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $449,809 | 6,270 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $439,652 | 6,270 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $413,301 | 6,386 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $469,691 | 6,686 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $494,226 | 7,103 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $485,802 | 6,803 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||