Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,181,496
+$140,730 QoQ
Shares Held
33,241
+5.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#595
of 2,360 holders
Holding Since
Mar 2026
2 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, 2026Spartan Wealth Advisory Services LLC holds $11,907,942 across 7 Utilities - Regulated Electric names. SO ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
20,973 | $3,195,656 | |
| 2 | SO |
Southern Co
This page
|
33,241 | $3,181,496 | |
| 3 | AEP |
American Electric Power Co Inc
|
17,944 | $2,454,918 | |
| 4 | ETR |
Entergy Corp /De/
|
16,200 | $1,860,732 | |
| 5 | NEE |
Nextera Energy Inc
|
8,176 | $717,607 | |
| 6 | DUK |
Duke Energy CORP
|
2,103 | $266,197 | |
| 7 | CMS |
Cms Energy Corp
|
3,024 | $231,336 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,181,496 | 33,241 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,040,766 | 31,504 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||