Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$289,714
+$5,463 QoQ
Shares Held
3,027
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,742
of 2,354 holders
Holding Since
Dec 2024
6 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, 2026Strathmore Capital Advisors, Inc. holds $522,114 across 2 Utilities - Regulated Electric names. SO ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,027 | $289,714 | |
| 2 | DUK |
Duke Energy CORP
|
1,836 | $232,400 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,714 | 3,027 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $284,251 | 2,945 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $245,642 | 2,817 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $272,274 | 2,873 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $298,906 | 3,255 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $278,735 | 3,386 | Shares | Sole | 2025-01-07 | |
| No filing history on record for this holder in this stock. | ||||||