Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,103,470
-$347,839 QoQ
Shares Held
42,874
-7.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#521
of 2,360 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GWN SECURITIES INC. holds $14,711,356 across 7 Utilities - Regulated Electric names. SO ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
32,786 | $4,150,051 | |
| 2 | SO |
Southern Co
This page
|
42,874 | $4,103,470 | |
| 3 | LNT |
Alliant Energy Corp
|
48,497 | $3,699,836 | |
| 4 | NEE |
Nextera Energy Inc
|
14,487 | $1,271,523 | |
| 5 | D |
Dominion Energy, Inc
|
11,242 | $767,716 | |
| 6 | ETR |
Entergy Corp /De/
|
4,439 | $509,863 | |
| 7 | OGE |
Oge Energy Corp.
|
4,293 | $208,897 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,103,470 | 42,874 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,451,309 | 46,118 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,204,696 | 48,219 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,333,073 | 45,722 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,497,580 | 92,536 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $14,505,204 | 157,751 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,650,868 | 32,202 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||