CARSON ADVISORY INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AES | 305K | $4.01M |
 | EIX | 76K | $4.18M |
 | D | 75K | $4.61M |
 | SO | 70K | $6.62M |
 | T | 62K | $1.76M |
 | BAC | 57K | $2.96M |
 | PCG | 45K | $678.68K |
 | STWD | 42K | $816.58K |
 | VTRS | 37K | $362.34K |
 | SNV | 35K | $1.72M |
 | ZNTL | 32K | $48.43K |
 | DUK | 31K | $3.89M |
 | HD | 30K | $12.24M |
 | QS | 30K | $370.83K |
 | DAL | 29K | $1.65M |
 | VZ | 27K | $1.20M |
 | KRP | 25K | $339.95K |
 | JXN | 25K | $2.49M |
 | SLG | 22K | $1.29M |
 | KO | 21K | $1.42M |
The AES Corporation
AES
Shares Held
305K
Value
$4.01M
Edison International
EIX
Shares Held
76K
Value
$4.18M
Dominion Energy, Inc.
D
Shares Held
75K
Value
$4.61M
The Southern Company
SO
Shares Held
70K
Value
$6.62M
AT&T Inc.
T
Shares Held
62K
Value
$1.76M
Bank of America Corporation
BAC
Shares Held
57K
Value
$2.96M
Pacific Gas & Electric Co.
PCG
Shares Held
45K
Value
$678.68K
Starwood Property Trust, Inc.
STWD
Shares Held
42K
Value
$816.58K
Viatris Inc.
VTRS
Shares Held
37K
Value
$362.34K
Synovus Financial Corp.
SNV
Shares Held
35K
Value
$1.72M
Zentalis Pharmaceuticals, Inc.
ZNTL
Shares Held
32K
Value
$48.43K
Duke Energy Corporation
DUK
Shares Held
31K
Value
$3.89M
The Home Depot, Inc.
HD
Shares Held
30K
Value
$12.24M
QuantumScape Corporation
QS
Shares Held
30K
Value
$370.83K
Delta Air Lines, Inc.
DAL
Shares Held
29K
Value
$1.65M
Verizon Communications Inc.
VZ
Shares Held
27K
Value
$1.20M
Kimbell Royalty Partners, LP
KRP
Shares Held
25K
Value
$339.95K
Jackson Financial Inc.
JXN
Shares Held
25K
Value
$2.49M
SL Green Realty Corp.
SLG
Shares Held
22K
Value
$1.29M
The Coca-Cola Company
KO
Shares Held
21K
Value
$1.42M