Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$156,479,246
+$3,659,999 QoQ
Shares Held
1,634,931
+3.3% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#64
of 2,360 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empower Advisory Group, LLC holds $1,131,698,777 across 14 Utilities - Regulated Electric names. SO ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,148,375 | $188,562,873 | |
| 2 | DUK |
Duke Energy CORP
|
1,406,743 | $178,065,528 | |
| 3 | SO |
Southern Co
This page
|
1,634,931 | $156,479,246 | |
| 4 | AEP |
American Electric Power Co Inc
|
883,476 | $120,868,351 | |
| 5 | PPL |
PPL Corp
|
2,727,832 | $99,156,693 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
901,686 | $96,480,402 | |
| 7 | ES |
Eversource Energy
|
1,301,909 | $94,088,963 | |
| 8 | EVRG |
Evergy, Inc.
|
1,082,040 | $93,520,717 |
All Filings in SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,479,246 | 1,634,931 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $152,819,247 | 1,583,291 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $127,364,232 | 1,460,599 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $142,345,961 | 1,502,015 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $135,116,825 | 1,471,380 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $132,322,670 | 1,439,072 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $115,384,980 | 1,401,664 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $123,191,110 | 1,366,058 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $104,279,833 | 1,344,332 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $95,434,574 | 1,330,284 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $90,334,053 | 1,288,278 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $80,829,261 | 1,248,907 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $85,537,734 | 1,217,619 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $83,533,503 | 1,200,539 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||