Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$29,000
+$6,318 QoQ
Shares Held
303
+28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,233
of 2,354 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, 2026New England Capital Financial Advisors LLC holds $1,044,930 across 12 Utilities - Regulated Electric names. SO ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
8,865 | $640,673 | |
| 2 | DUK |
Duke Energy CORP
|
1,270 | $160,756 | |
| 3 | LNT |
Alliant Energy Corp
|
1,486 | $113,366 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
280 | $32,695 | |
| 5 | SO |
Southern Co
This page
|
303 | $29,000 | |
| 6 | ETR |
Entergy Corp /De/
|
148 | $16,999 | |
| 7 | FE |
Firstenergy Corp
|
261 | $12,407 | |
| 8 | AEP |
American Electric Power Co Inc
|
86 | $11,765 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,000 | 303 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $22,682 | 235 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,317 | 233 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $21,986 | 232 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $21,120 | 230 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,964 | 228 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $18,686 | 227 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $20,290 | 225 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,375 | 224 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $15,926 | 222 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $15,426 | 220 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $14,108 | 218 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $12,785 | 182 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $12,593 | 181 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $12,782 | 179 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||