Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,360,900
+$111,150 QoQ
Shares Held
14,219
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#878
of 2,356 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $20,542,510 across 15 Utilities - Regulated Electric names. SO ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
96,075 | $8,432,502 | |
| 2 | KEP |
Korea Electric Power Corp
|
156,660 | $1,895,586 | |
| 3 | DUK |
Duke Energy CORP
|
14,305 | $1,810,726 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,712 | $1,465,508 | |
| 5 | D |
Dominion Energy, Inc
|
21,346 | $1,457,718 | |
| 6 | SO |
Southern Co
This page
|
14,219 | $1,360,900 | |
| 7 | PCG |
PG&E Corp
|
56,945 | $957,814 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,978 | $581,281 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,360,900 | 14,219 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,249,750 | 14,332 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,292,852 | 13,642 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,254,489 | 13,661 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,090,618 | 11,861 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $804,431 | 9,772 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,011,999 | 11,222 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $619,396 | 7,985 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $537,260 | 7,489 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||