Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$436,437
-$3,694 QoQ
Shares Held
4,560
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,490
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $9,239,796 across 8 Utilities - Regulated Electric names. SO ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
40,031 | $3,513,520 | |
| 2 | ES |
Eversource Energy
|
38,560 | $2,786,731 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,722 | $782,826 | |
| 4 | DTE |
Dte Energy Co
|
3,717 | $566,359 | |
| 5 | DUK |
Duke Energy CORP
|
3,827 | $484,421 | |
| 6 | SO |
Southern Co
This page
|
4,560 | $436,437 | |
| 7 | IDA |
Idacorp Inc
|
2,398 | $362,817 | |
| 8 | LNT |
Alliant Energy Corp
|
4,020 | $306,685 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,437 | 4,560 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $440,131 | 4,560 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $399,027 | 4,576 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $433,193 | 4,571 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $464,384 | 5,057 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $442,463 | 4,812 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $453,912 | 5,514 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $511,410 | 5,671 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $485,510 | 6,259 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $447,442 | 6,237 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $463,633 | 6,612 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $446,050 | 6,892 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $545,912 | 7,771 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $618,914 | 8,895 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $644,760 | 9,029 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $687,548 | 10,111 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $886,311 | 12,429 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $912,828 | 12,589 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,726,707 | 25,178 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,609,918 | 25,979 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,506,820 | 24,902 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,542,189 | 24,810 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,292,425 | 21,039 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $989,894 | 18,257 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $877,716 | 16,928 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $925,577 | 17,096 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||