Position in SO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$100,312,174
+$13,080,434 QoQ
Shares Held
1,039,289
+3.9% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.18435680546989336.ToString("F0")%
Shared 0.ToString("F0")%
None 99.8156431945301.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CAPITAL ADVISORS INC/OK holds $104,495,648 across 7 Utilities - Regulated Electric names. SO ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
1,039,289 | $100,312,174 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,558 | $1,121,782 | |
| 3 | NEE |
Nextera Energy Inc
|
9,328 | $866,384 | |
| 4 | DUK |
Duke Energy CORP
|
6,258 | $819,422 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,156 | $596,910 | |
| 6 | OGE |
Oge Energy Corp.
|
10,978 | $526,504 | |
| 7 | ETR |
Entergy Corp /De/
|
2,247 | $252,472 |
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,312,174 | 1,039,289 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $87,231,740 | 1,000,364 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $90,122,668 | 950,962 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $85,264,522 | 928,504 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $83,824,010 | 911,626 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $73,286,779 | 890,267 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $78,897,039 | 874,884 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $66,553,896 | 857,985 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $51,645,554 | 719,899 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $49,871,237 | 711,227 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $47,926,583 | 740,522 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $50,847,933 | 723,814 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $45,137,241 | 648,710 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $45,677,477 | 639,651 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $43,113,700 | 634,025 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $45,248,191 | 634,528 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $40,422,657 | 557,477 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $33,767,900 | 492,387 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $29,167,543 | 470,672 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $26,921,080 | 444,903 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $26,409,421 | 424,862 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $24,560,942 | 399,820 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $21,210,321 | 391,190 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $19,887,793 | 383,564 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $18,942,232 | 349,875 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||