Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,125,601
-$3,102,062 QoQ
Shares Held
32,657
-49.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#606
of 2,360 holders
Holding Since
Mar 2026
2 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, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $25,353,443 across 7 Utilities - Regulated Electric names. SO ranks #6 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
38,757 | $5,302,345 | |
| 2 | PPL |
PPL Corp
|
137,349 | $4,992,636 | |
| 3 | ED |
Consolidated Edison Inc
|
39,467 | $4,366,234 | |
| 4 | AEE |
Ameren Corp
|
33,494 | $3,786,161 | |
| 5 | DUK |
Duke Energy CORP
|
24,796 | $3,138,677 | |
| 6 | SO |
Southern Co
This page
|
32,657 | $3,125,601 | |
| 7 | D |
Dominion Energy, Inc
|
9,398 | $641,789 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,125,601 | 32,657 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,227,663 | 64,522 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||