Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$379,872
+$151,506 QoQ
Shares Held
3,969
+67.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,579
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026Atlanta Consulting Group Advisors, LLC holds $3,597,771 across 7 Utilities - Regulated Electric names. SO ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
10,271 | $1,300,103 | |
| 2 | NEE |
Nextera Energy Inc
|
9,085 | $797,390 | |
| 3 | SO |
Southern Co
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|
3,969 | $379,872 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,371 | $324,376 | |
| 5 | XEL |
Xcel Energy Inc
|
3,571 | $286,751 | |
| 6 | DTE |
Dte Energy Co
|
1,858 | $283,103 | |
| 7 | D |
Dominion Energy, Inc
|
3,312 | $226,176 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,872 | 3,969 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $228,366 | 2,366 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $204,396 | 2,344 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $213,137 | 2,249 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $218,463 | 2,379 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $220,220 | 2,395 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $218,806 | 2,658 | Shares | Sole | 2025-05-16 | |
| 2024-09-30 | $792,411 | 8,787 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||