Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,043,143
-$16,839 QoQ
Shares Held
10,899
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#993
of 2,360 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $8,429,787 across 13 Utilities - Regulated Electric names. SO ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,332 | $1,345,689 | |
| 2 | DUK |
Duke Energy CORP
|
10,151 | $1,284,913 | |
| 3 | SO |
Southern Co
This page
|
10,899 | $1,043,143 | |
| 4 | ED |
Consolidated Edison Inc
|
8,907 | $985,381 | |
| 5 | NGG |
National Grid PLC
|
9,077 | $752,210 | |
| 6 | EVRG |
Evergy, Inc.
|
6,601 | $570,524 | |
| 7 | ETR |
Entergy Corp /De/
|
4,967 | $570,509 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,777 | $516,731 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,143 | 10,899 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,059,982 | 10,982 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,296,140 | 14,864 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,407,997 | 14,857 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,539,438 | 16,764 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $6,117,610 | 74,315 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $7,037,917 | 78,043 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $5,718,460 | 73,720 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $5,641,346 | 78,636 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,279,545 | 75,293 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $5,089,321 | 78,636 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $5,080,550 | 72,321 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,956,392 | 71,233 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,888,702 | 54,456 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,575,848 | 52,586 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,125,821 | 29,811 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,438,945 | 33,636 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,316,700 | 33,781 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,892,873 | 30,545 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,601,820 | 26,472 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,704,052 | 27,414 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,066,238 | 17,357 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,214,038 | 22,391 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,081,019 | 20,849 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,114,091 | 20,578 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||