Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$294,691
-$2,494 QoQ
Shares Held
3,079
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,733
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, 2026Sound Portfolio Advisors, LLC holds $826,126 across 2 Utilities - Regulated Electric names. SO ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
6,548 | $531,435 | |
| 2 | SO |
Southern Co
This page
|
3,079 | $294,691 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,691 | 3,079 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $297,185 | 3,079 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $268,488 | 3,079 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||