Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,560,838
-$6,164 QoQ
Shares Held
16,308
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#846
of 2,359 holders
Holding Since
Mar 2025
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, 2026VestGen Advisors, LLC holds $19,403,729 across 20 Utilities - Regulated Electric names. SO ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,422 | $3,108,988 | |
| 2 | ETR |
Entergy Corp /De/
|
16,783 | $1,927,695 | |
| 3 | DUK |
Duke Energy CORP
|
14,689 | $1,859,333 | |
| 4 | D |
Dominion Energy, Inc
|
24,984 | $1,706,157 | |
| 5 | SO |
Southern Co
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|
16,308 | $1,560,838 | |
| 6 | EIX |
Edison International
|
20,532 | $1,528,607 | |
| 7 | EXC |
Exelon Corp
|
24,040 | $1,120,744 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,751 | $786,794 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,560,838 | 16,308 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,567,002 | 16,235 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $962,513 | 11,038 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,168,135 | 12,326 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $410,663 | 4,472 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $265,275 | 2,885 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||