CARSON ADVISORY INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AES | 303K | $4.35M |
 | D | 75K | $4.39M |
 | EIX | 74K | $4.45M |
 | SO | 71K | $6.23M |
 | T | 62K | $1.55M |
 | BAC | 57K | $3.14M |
 | PCG | 44K | $699.14K |
 | STWD | 40K | $728.63K |
 | SNV | 36K | $1.79M |
 | QS | 33K | $346.99K |
 | DUK | 31K | $3.62M |
 | HD | 30K | $10.49M |
 | DAL | 29K | $2.01M |
 | VTRS | 28K | $349.85K |
 | VZ | 27K | $1.08M |
 | KRP | 25K | $296.35K |
 | ZNTL | 23K | $31.68K |
 | JXN | 22K | $2.37M |
 | SLG | 22K | $986.78K |
 | KO | 21K | $1.50M |
The AES Corporation
AES
Shares Held
303K
Value
$4.35M
Dominion Energy, Inc.
D
Shares Held
75K
Value
$4.39M
Edison International
EIX
Shares Held
74K
Value
$4.45M
The Southern Company
SO
Shares Held
71K
Value
$6.23M
AT&T Inc.
T
Shares Held
62K
Value
$1.55M
Bank of America Corporation
BAC
Shares Held
57K
Value
$3.14M
Pacific Gas & Electric Co.
PCG
Shares Held
44K
Value
$699.14K
Starwood Property Trust, Inc.
STWD
Shares Held
40K
Value
$728.63K
Synovus Financial Corp.
SNV
Shares Held
36K
Value
$1.79M
QuantumScape Corporation
QS
Shares Held
33K
Value
$346.99K
Duke Energy Corporation
DUK
Shares Held
31K
Value
$3.62M
The Home Depot, Inc.
HD
Shares Held
30K
Value
$10.49M
Delta Air Lines, Inc.
DAL
Shares Held
29K
Value
$2.01M
Viatris Inc.
VTRS
Shares Held
28K
Value
$349.85K
Verizon Communications Inc.
VZ
Shares Held
27K
Value
$1.08M
Kimbell Royalty Partners, LP
KRP
Shares Held
25K
Value
$296.35K
Zentalis Pharmaceuticals, Inc.
ZNTL
Shares Held
23K
Value
$31.68K
Jackson Financial Inc.
JXN
Shares Held
22K
Value
$2.37M
SL Green Realty Corp.
SLG
Shares Held
22K
Value
$986.78K
The Coca-Cola Company
KO
Shares Held
21K
Value
$1.50M