Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$580,672
+$15,934 QoQ
Shares Held
6,067
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#1,319
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, 2026Approach Retirement Advisors, LLC holds $1,007,120 across 2 Utilities - Regulated Electric names. SO ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
6,067 | $580,672 | |
| 2 | DUK |
Duke Energy CORP
|
3,369 | $426,448 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,672 | 6,067 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $564,738 | 5,851 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $466,084 | 5,345 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||