Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$133,706
-$1,422 QoQ
Shares Held
1,397
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,088
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026TOTH FINANCIAL ADVISORY CORP holds $11,866,312 across 12 Utilities - Regulated Electric names. SO ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
164,586 | $11,239,577 | |
| 2 | SO |
Southern Co
This page
|
1,397 | $133,706 | |
| 3 | ETR |
Entergy Corp /De/
|
1,078 | $123,819 | |
| 4 | XEL |
Xcel Energy Inc
|
1,176 | $94,432 | |
| 5 | EIX |
Edison International
|
1,040 | $77,428 | |
| 6 | DTE |
Dte Energy Co
|
489 | $74,508 | |
| 7 | NEE |
Nextera Energy Inc
|
598 | $52,486 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
560 | $45,449 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,706 | 1,397 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $135,128 | 1,400 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $121,818 | 1,397 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $131,256 | 1,385 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $126,817 | 1,381 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $144,913 | 1,576 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $137,721 | 1,673 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $150,510 | 1,669 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $133,110 | 1,716 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $122,818 | 1,712 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $119,694 | 1,707 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $119,408 | 1,845 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $171,901 | 2,447 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $152,867 | 2,197 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $156,530 | 2,192 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $148,648 | 2,186 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $155,598 | 2,182 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $160,682 | 2,216 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $149,024 | 2,173 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $171,594 | 2,769 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $134,029 | 2,215 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $118,725 | 1,910 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $104,799 | 1,706 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $58,394 | 1,077 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $55,583 | 1,072 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $57,821 | 1,068 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||