Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$342,450
+$25,672 QoQ
Shares Held
3,578
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,629
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026Intellus Advisors LLC holds $623,314 across 2 Utilities - Regulated Electric names. SO ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,578 | $342,450 | |
| 2 | NEE |
Nextera Energy Inc
|
3,200 | $280,864 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,450 | 3,578 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $316,778 | 3,282 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $281,220 | 3,225 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $305,633 | 3,225 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $296,151 | 3,225 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $266,838 | 2,902 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $238,892 | 2,902 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||