Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$443,998
+$45,843 QoQ
Shares Held
4,639
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
13.64%
of 13F equity value
Holder Rank
#1,486
of 2,360 holders
Holding Since
Jun 2025
3 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, 2026Wealth Advisory Team LLC holds $644,991 across 2 Utilities - Regulated Electric names. SO ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
4,639 | $443,998 | |
| 2 | NEE |
Nextera Energy Inc
|
2,290 | $200,993 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,998 | 4,639 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $398,155 | 4,566 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $412,316 | 4,490 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||