Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,163,546
-$16,893 QoQ
Shares Held
12,157
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#958
of 2,360 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, 2026BlueChip Wealth Advisors LLC holds $1,163,546 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
|
12,157 | $1,163,546 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,546 | 12,157 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,180,439 | 12,230 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,077,792 | 12,360 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,113,547 | 11,750 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,067,431 | 11,624 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $899,179 | 9,779 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $794,717 | 9,654 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $711,249 | 7,887 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $738,776 | 9,524 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $674,140 | 9,397 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $762,274 | 10,871 | Shares | Sole | 2024-03-15 | |
| No filing history on record for this holder in this stock. | ||||||