Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,730,819
-$14,648 QoQ
Shares Held
18,084
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#811
of 2,360 holders
Holding Since
Mar 2020
26 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 & Co., LLC holds $5,970,525 across 9 Utilities - Regulated Electric names. SO ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
18,084 | $1,730,819 | |
| 2 | EIX |
Edison International
|
15,500 | $1,153,975 | |
| 3 | NEE |
Nextera Energy Inc
|
12,695 | $1,114,240 | |
| 4 | DUK |
Duke Energy CORP
|
6,049 | $765,682 | |
| 5 | DTE |
Dte Energy Co
|
3,500 | $533,295 | |
| 6 | ED |
Consolidated Edison Inc
|
2,932 | $324,367 | |
| 7 | ETR |
Entergy Corp /De/
|
1,360 | $156,209 | |
| 8 | AEP |
American Electric Power Co Inc
|
850 | $116,288 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,730,819 | 18,084 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,745,467 | 18,084 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,611,804 | 18,484 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,638,383 | 17,288 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,582,598 | 17,234 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,593,861 | 17,334 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,426,934 | 17,334 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,563,180 | 17,334 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,344,598 | 17,334 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,239,954 | 17,284 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $1,436,478 | 20,486 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $1,342,681 | 20,746 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,069,556 | 15,225 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,439,679 | 20,691 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,511,035 | 21,160 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,421,608 | 20,906 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,487,526 | 20,860 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,365,000 | 18,825 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,287,589 | 18,775 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,160,140 | 18,721 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,129,782 | 18,671 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,157,357 | 18,619 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,140,447 | 18,565 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,003,774 | 18,513 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $956,839 | 18,454 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $996,230 | 18,401 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||