Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,729,192
-$88,569 QoQ
Shares Held
18,067
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.55%
of 13F equity value
Holder Rank
#812
of 2,360 holders
Holding Since
Mar 2024
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, 2026ADAPT WEALTH ADVISORS, LLC holds $1,960,732 across 2 Utilities - Regulated Electric names. SO ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
18,067 | $1,729,192 | |
| 2 | LNT |
Alliant Energy Corp
|
3,035 | $231,540 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,729,192 | 18,067 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,817,761 | 18,833 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,641,888 | 18,829 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,865,547 | 19,685 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,805,836 | 19,665 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,695,098 | 18,435 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,517,239 | 18,431 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,661,746 | 18,427 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $655,931 | 8,456 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $248,363 | 3,462 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||