Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$255,641
-$2,163 QoQ
Shares Held
2,671
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,854
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, 2026Waterford Advisors, LLC holds $255,641 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,671 | $255,641 |
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,641 | 2,671 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $257,804 | 2,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $232,911 | 2,671 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $253,130 | 2,671 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $245,278 | 351,703 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $245,598 | 2,671 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $219,876 | 2,671 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $240,870 | 2,671 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $239,768 | 3,091 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $221,748 | 3,091 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $243,386 | 3,471 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $211,699 | 3,271 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $248,404 | 3,536 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $246,034 | 3,536 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $252,505 | 3,536 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||