Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,953
-$85 QoQ
Shares Held
104
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,296
of 2,360 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wellington Shields Capital Management, LLC holds $4,218,534 across 7 Utilities - Regulated Electric names. SO ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,300 | $2,747,201 | |
| 2 | IDA |
Idacorp Inc
|
4,000 | $605,200 | |
| 3 | ETR |
Entergy Corp /De/
|
4,967 | $570,509 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,430 | $195,638 | |
| 5 | DUK |
Duke Energy CORP
|
630 | $79,745 | |
| 6 | ED |
Consolidated Edison Inc
|
93 | $10,288 | |
| 7 | SO |
Southern Co
This page
|
104 | $9,953 |
All Filings in SO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,953 | 104 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,038 | 104 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,068 | 104 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,856 | 104 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,550 | 104 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,562 | 104 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,561 | 104 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,378 | 104 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,067 | 104 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,389 | 103 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,152 | 102 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $106,852 | 1,651 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $108,747 | 1,548 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $107,640 | 1,547 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $110,328 | 1,545 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $104,992 | 1,544 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $110,031 | 1,543 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $111,737 | 1,541 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||