Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$672,362
-$3,471 QoQ
Shares Held
7,025
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,237
of 2,360 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DB&C Advisors, LLC holds $1,674,116 across 2 Utilities - Regulated Electric names. SO ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
7,914 | $1,001,754 | |
| 2 | SO |
Southern Co
This page
|
7,025 | $672,362 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,362 | 7,025 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $675,833 | 7,002 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $608,656 | 6,980 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||