Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$968,872
+$237,927 QoQ
Shares Held
10,123
+33.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.19%
of 13F equity value
Holder Rank
#1,034
of 2,360 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Investment Planning Advisors, Inc. holds $1,276,108 across 2 Utilities - Regulated Electric names. SO ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
10,123 | $968,872 | |
| 2 | D |
Dominion Energy, Inc
|
4,499 | $307,236 |
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,872 | 10,123 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $730,945 | 7,573 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $559,388 | 6,415 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $579,992 | 6,120 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $460,160 | 5,011 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $343,433 | 3,735 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $288,284 | 3,502 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $284,608 | 3,156 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $244,810 | 3,156 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||