Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$208,647
+$23,812 QoQ
Shares Held
2,180
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,018
of 2,356 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, 2026Keating Financial Advisory Services, Inc. holds $2,057,969 across 31 Utilities - Regulated Electric names. SO ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
4,954 | $428,174 | |
| 2 | NEE |
Nextera Energy Inc
|
2,877 | $252,514 | |
| 3 | SO |
Southern Co
This page
|
2,180 | $208,647 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,407 | $192,491 | |
| 5 | DTE |
Dte Energy Co
|
936 | $142,618 | |
| 6 | EXC |
Exelon Corp
|
2,215 | $103,263 | |
| 7 | DUK |
Duke Energy CORP
|
767 | $97,086 | |
| 8 | XEL |
Xcel Energy Inc
|
1,100 | $88,330 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,647 | 2,180 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $184,835 | 1,915 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $157,744 | 1,809 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||