Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$203,479
-$19,325 QoQ
Shares Held
2,126
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,039
of 2,359 holders
Holding Since
Mar 2025
4 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, 2026AGH Wealth Advisors, LLC holds $1,290,681 across 2 Utilities - Regulated Electric names. SO ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
12,579 | $1,087,202 | |
| 2 | SO |
Southern Co
This page
|
2,126 | $203,479 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,479 | 2,126 | Shares | Other | 2026-07-22 | |
| 2025-09-30 | $222,804 | 2,351 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $215,433 | 2,346 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $206,427 | 2,245 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||