Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,752,236
-$52,249 QoQ
Shares Held
28,756
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#645
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026Churchill Financial Advisors, LLC holds $3,030,712 across 2 Utilities - Regulated Electric names. SO ranks #1 (90.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
28,756 | $2,752,236 | |
| 2 | DUK |
Duke Energy CORP
|
2,200 | $278,476 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,752,236 | 28,756 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,804,485 | 29,056 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $971,495 | 11,141 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||