Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,392
-$73 QoQ
Shares Held
328
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,224
of 2,356 holders
Holding Since
Dec 2023
11 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, 2026Frazier Financial Advisors, LLC holds $662,495 across 7 Utilities - Regulated Electric names. SO ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,034 | $266,294 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,499 | $205,078 | |
| 3 | FE |
Firstenergy Corp
|
1,625 | $77,252 | |
| 4 | DUK |
Duke Energy CORP
|
368 | $46,581 | |
| 5 | SO |
Southern Co
This page
|
328 | $31,392 | |
| 6 | D |
Dominion Energy, Inc
|
457 | $31,208 | |
| 7 | EIX |
Edison International
|
63 | $4,690 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,392 | 328 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $31,465 | 326 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $28,165 | 323 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $30,421 | 321 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $29,201 | 318 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $29,056 | 316 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $25,766 | 313 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $28,045 | 311 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,998 | 116 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,321 | 116 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,612 | 23 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||