Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$608,045
+$212,217 QoQ
Shares Held
6,353
+54.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,294
of 2,360 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $5,717,533 across 8 Utilities - Regulated Electric names. SO ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,083 | $2,025,994 | |
| 2 | DUK |
Duke Energy CORP
|
10,289 | $1,302,381 | |
| 3 | D |
Dominion Energy, Inc
|
12,791 | $873,496 | |
| 4 | SO |
Southern Co
This page
|
6,353 | $608,045 | |
| 5 | CNP |
Centerpoint Energy Inc
|
7,436 | $327,481 | |
| 6 | DTE |
Dte Energy Co
|
2,007 | $305,806 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,743 | $203,530 | |
| 8 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,000 | $70,800 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,045 | 6,353 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $395,828 | 4,101 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $342,696 | 3,930 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $346,858 | 3,660 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $336,189 | 3,661 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $298,745 | 3,249 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $259,061 | 3,147 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $564,526 | 6,260 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $633,824 | 8,171 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $438,403 | 6,111 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $397,860 | 5,674 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $316,027 | 4,883 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $332,774 | 4,737 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $206,583 | 2,969 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $201,304 | 2,819 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||