Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$447,731
+$24,201 QoQ
Shares Held
4,678
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,478
of 2,360 holders
Holding Since
Mar 2025
5 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, 2026Worth Financial Advisory Group, LLC holds $1,066,158 across 2 Utilities - Regulated Electric names. SO ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,046 | $618,427 | |
| 2 | SO |
Southern Co
This page
|
4,678 | $447,731 |
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,731 | 4,678 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $423,530 | 4,857 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $583,214 | 6,154 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $550,704 | 5,997 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $370,282 | 4,027 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||