Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,187,091
-$10,046 QoQ
Shares Held
12,403
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#946
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026ROWLANDMILLER & PARTNERS.ADV holds $9,377,909 across 8 Utilities - Regulated Electric names. SO ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
25,234 | $3,194,119 | |
| 2 | NEE |
Nextera Energy Inc
|
30,180 | $2,648,898 | |
| 3 | SO |
Southern Co
This page
|
12,403 | $1,187,091 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
9,728 | $1,135,938 | |
| 5 | D |
Dominion Energy, Inc
|
8,145 | $556,222 | |
| 6 | ED |
Consolidated Edison Inc
|
2,517 | $278,455 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,758 | $240,511 | |
| 8 | DTE |
Dte Energy Co
|
897 | $136,675 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,187,091 | 12,403 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,197,137 | 12,403 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $1,105,521 | 12,678 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,206,801 | 12,734 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,152,833 | 12,554 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,151,122 | 12,519 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,027,682 | 12,484 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,131,308 | 12,545 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,132,134 | 14,595 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,047,045 | 14,595 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $1,023,401 | 14,595 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,003,483 | 15,505 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,088,102 | 15,489 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,077,724 | 15,489 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,060,866 | 14,856 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $1,015,308 | 14,931 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,044,548 | 14,648 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,062,126 | 14,648 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,001,130 | 14,598 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $768,799 | 12,406 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $823,117 | 13,603 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $843,511 | 13,570 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $831,516 | 13,536 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $668,586 | 12,331 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $643,251 | 12,406 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $667,600 | 12,331 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||