CARSON ADVISORY INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AES | 298K | $4.20M |
 | D | 75K | $4.65M |
 | EIX | 73K | $5.36M |
 | SO | 71K | $6.90M |
 | BAC | 57K | $2.76M |
 | T | 56K | $1.63M |
 | AUR | 48K | $198.58K |
 | STWD | 40K | $696.67K |
 | PCG | 40K | $702.90K |
 | QS | 34K | $218.83K |
 | DUK | 31K | $4.03M |
 | HD | 31K | $10.04M |
 | DAL | 29K | $1.92M |
 | VTRS | 28K | $379.63K |
 | VZ | 25K | $1.27M |
 | KRP | 25K | $355.24K |
 | ZNTL | 23K | $54.45K |
 | SLG | 22K | $820.53K |
 | JXN | 21K | $2.22M |
 | KO | 21K | $1.59M |
The AES Corporation
AES
Shares Held
298K
Value
$4.20M
Dominion Energy, Inc.
D
Shares Held
75K
Value
$4.65M
Edison International
EIX
Shares Held
73K
Value
$5.36M
The Southern Company
SO
Shares Held
71K
Value
$6.90M
Bank of America Corporation
BAC
Shares Held
57K
Value
$2.76M
AT&T Inc.
T
Shares Held
56K
Value
$1.63M
Aurora Innovation, Inc.
AUR
Shares Held
48K
Value
$198.58K
Starwood Property Trust, Inc.
STWD
Shares Held
40K
Value
$696.67K
PG&E Corporation
PCG
Shares Held
40K
Value
$702.90K
QuantumScape Corporation
QS
Shares Held
34K
Value
$218.83K
Duke Energy Corporation
DUK
Shares Held
31K
Value
$4.03M
The Home Depot, Inc.
HD
Shares Held
31K
Value
$10.04M
Delta Air Lines, Inc.
DAL
Shares Held
29K
Value
$1.92M
Viatris Inc.
VTRS
Shares Held
28K
Value
$379.63K
Verizon Communications Inc.
VZ
Shares Held
25K
Value
$1.27M
Kimbell Royalty Partners, LP
KRP
Shares Held
25K
Value
$355.24K
Zentalis Pharmaceuticals, Inc.
ZNTL
Shares Held
23K
Value
$54.45K
SL Green Realty Corp.
SLG
Shares Held
22K
Value
$820.53K
Jackson Financial Inc.
JXN
Shares Held
21K
Value
$2.22M
The Coca-Cola Company
KO
Shares Held
21K
Value
$1.59M