Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$551,481
+$19,174 QoQ
Shares Held
5,762
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,343
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Linscomb Wealth, Inc. holds $18,421,479 across 6 Utilities - Regulated Electric names. SO ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
68,815 | $8,710,602 | |
| 2 | NEE |
Nextera Energy Inc
|
89,326 | $7,840,143 | |
| 3 | CNP |
Centerpoint Energy Inc
|
16,475 | $725,559 | |
| 4 | SO |
Southern Co
This page
|
5,762 | $551,481 | |
| 5 | D |
Dominion Energy, Inc
|
5,288 | $361,117 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,700 | $232,577 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,481 | 5,762 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $532,307 | 5,515 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $551,104 | 6,320 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $779,767 | 8,228 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $763,015 | 8,309 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $999,956 | 10,875 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $901,815 | 10,955 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $834,255 | 9,251 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $717,600 | 9,251 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $662,662 | 9,237 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $693,767 | 9,894 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $611,927 | 9,455 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $664,213 | 9,455 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $673,395 | 9,678 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $731,738 | 10,247 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $563,992 | 8,294 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $637,368 | 8,938 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $781,802 | 10,782 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $725,713 | 10,582 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $800,652 | 12,920 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $541,927 | 8,956 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $556,394 | 8,951 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $552,992 | 9,002 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $510,860 | 9,422 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $530,062 | 10,223 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $541,887 | 10,009 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||