Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,102
+$6,566 QoQ
Shares Held
116
+146.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,293
of 2,360 holders
Holding Since
Sep 2025
4 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, 2026Strategic Advocates LLC holds $11,102 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
|
116 | $11,102 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,102 | 116 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,536 | 47 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,341 | 153 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,499 | 153 | Shares | Sole | 2025-11-26 | |
| No filing history on record for this holder in this stock. | ||||||