Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,424,356
-$14,371 QoQ
Shares Held
14,882
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
12.19%
of 13F equity value
Holder Rank
#871
of 2,360 holders
Holding Since
Dec 2023
10 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, 2026ELEVATE WEALTH ADVISORY, INC holds $1,424,356 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
|
14,882 | $1,424,356 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,356 | 14,882 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,438,727 | 14,906 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,423,976 | 16,330 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $606,353 | 6,603 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $568,802 | 6,186 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $510,384 | 6,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $548,023 | 6,077 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $472,323 | 6,089 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $235,809 | 3,287 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $230,975 | 3,294 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||