Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,204,083
-$53,177 QoQ
Shares Held
33,477
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#591
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $6,198,844 across 19 Utilities - Regulated Electric names. SO ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
33,477 | $3,204,083 | |
| 2 | NEE |
Nextera Energy Inc
|
15,410 | $1,352,535 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,569 | $533,522 | |
| 4 | PPL |
PPL Corp
|
13,276 | $482,582 | |
| 5 | DUK |
Duke Energy CORP
|
3,088 | $390,879 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,320 | $107,131 | |
| 7 | AEP |
American Electric Power Co Inc
|
371 | $50,756 | |
| 8 | D |
Dominion Energy, Inc
|
276 | $18,848 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,204,083 | 33,477 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,257,260 | 33,747 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,942,738 | 33,747 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,972,745 | 31,368 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,889,522 | 31,466 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,521,177 | 27,419 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $429,051 | 5,212 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $470,018 | 5,212 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $187,098 | 2,412 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $201,732 | 2,812 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $128,880 | 1,838 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $118,955 | 1,838 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $130,805 | 1,862 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $159,129 | 2,287 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $229,226 | 3,210 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $229,364 | 3,373 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $240,885 | 3,378 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $243,343 | 3,356 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $358,399 | 5,226 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $123,754 | 1,997 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $106,981 | 1,768 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $106,728 | 1,717 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $105,475 | 1,717 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $93,095 | 1,717 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $93,174 | 1,797 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $97,289 | 1,797 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||