Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$21,022,127
-$599,800 QoQ
Shares Held
219,644
-2.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#209
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Calamos Wealth Management LLC holds $32,745,086 across 6 Utilities - Regulated Electric names. SO ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
219,644 | $21,022,127 | |
| 2 | NEE |
Nextera Energy Inc
|
101,569 | $8,914,711 | |
| 3 | ED |
Consolidated Edison Inc
|
9,669 | $1,069,681 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,747 | $923,057 | |
| 5 | DUK |
Duke Energy CORP
|
4,416 | $558,977 | |
| 6 | CNP |
Centerpoint Energy Inc
|
5,825 | $256,533 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,022,127 | 219,644 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $21,621,927 | 224,015 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,089,998 | 218,922 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $20,864,089 | 220,155 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $20,723,000 | 225,667 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,419,980 | 222,077 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $17,948,311 | 218,031 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,871,036 | 153,815 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,679,967 | 189,248 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $13,428,867 | 187,188 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,718,085 | 181,376 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,934,092 | 29,884 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,092,466 | 29,786 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,062,490 | 29,642 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,106,380 | 29,497 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,968,668 | 28,951 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,086,316 | 29,257 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,143,540 | 29,562 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,997,118 | 29,121 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,071,647 | 17,293 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,641,091 | 27,121 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,683,665 | 27,086 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,629,430 | 26,525 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,436,721 | 26,498 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $784,853 | 15,137 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $812,370 | 15,005 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||