Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$971,743
+$205,085 QoQ
Shares Held
10,153
+27.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,032
of 2,360 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $13,635,525 across 13 Utilities - Regulated Electric names. SO ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
28,877 | $3,655,250 | |
| 2 | NEE |
Nextera Energy Inc
|
41,434 | $3,636,662 | |
| 3 | ED |
Consolidated Edison Inc
|
11,312 | $1,251,446 | |
| 4 | SO |
Southern Co
This page
|
10,153 | $971,743 | |
| 5 | AEE |
Ameren Corp
|
8,088 | $914,267 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,378 | $872,574 | |
| 7 | LNT |
Alliant Energy Corp
|
7,527 | $574,234 | |
| 8 | ES |
Eversource Energy
|
6,690 | $483,486 |
All Filings in SO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,743 | 10,153 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $766,658 | 7,943 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $464,427 | 5,326 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $533,934 | 5,634 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $431,325 | 4,697 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $422,142 | 4,591 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $393,324 | 4,778 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $654,165 | 7,254 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $522,123 | 6,731 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $447,011 | 6,231 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $424,296 | 6,051 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $391,426 | 6,048 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $374,362 | 5,329 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $364,181 | 5,234 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $349,409 | 4,893 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $490,756 | 7,217 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $506,158 | 7,098 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $334,561 | 4,614 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $270,753 | 3,948 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $252,837 | 4,080 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||