Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$468,979
-$3,969 QoQ
Shares Held
4,900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,453
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026AdviceOne Advisory Services, LLC holds $468,979 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
|
4,900 | $468,979 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,979 | 4,900 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $472,948 | 4,900 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $427,280 | 4,900 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $464,373 | 4,900 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $425,448 | 4,633 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $426,004 | 4,633 | Shares | Sole | 2025-06-27 | |
| 2024-12-31 | $381,388 | 4,633 | Shares | Sole | 2025-06-27 | |
| No filing history on record for this holder in this stock. | ||||||