Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,317,617
-$128,585 QoQ
Shares Held
24,215
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#708
of 2,359 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, 2026WEDBUSH SECURITIES INC holds $31,098,962 across 24 Utilities - Regulated Electric names. SO ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
78,103 | $6,855,100 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
29,121 | $3,400,459 | |
| 3 | AEP |
American Electric Power Co Inc
|
21,469 | $2,937,173 | |
| 4 | SO |
Southern Co
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|
24,215 | $2,317,617 | |
| 5 | XEL |
Xcel Energy Inc
|
28,492 | $2,287,907 | |
| 6 | DUK |
Duke Energy CORP
|
17,818 | $2,255,402 | |
| 7 | CMS |
Cms Energy Corp
|
21,130 | $1,616,445 | |
| 8 | AEE |
Ameren Corp
|
11,526 | $1,302,899 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,317,617 | 24,215 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,446,202 | 25,344 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,160,380 | 24,775 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,252,588 | 23,769 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,056,073 | 22,390 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,994,671 | 21,693 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,751,769 | 21,280 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,875,022 | 20,792 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,787,367 | 23,042 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,572,756 | 21,923 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,377,226 | 19,641 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,253,820 | 19,373 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,318,241 | 18,765 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,290,013 | 18,540 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,285,951 | 18,008 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,196,936 | 17,602 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,529,100 | 21,443 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,500,231 | 20,690 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,482,631 | 21,619 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,624,977 | 26,222 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,572,170 | 25,982 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,346,509 | 21,662 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,238,183 | 20,156 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $805,275 | 14,852 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,058,051 | 20,406 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,222,318 | 22,577 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||