Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$335,654
-$13,072 QoQ
Shares Held
3,507
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,644
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, 2026Institute for Wealth Management, LLC. holds $3,355,213 across 21 Utilities - Regulated Electric names. SO ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
9,611 | $656,335 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,458 | $609,898 | |
| 3 | PCG |
PG&E Corp
|
22,237 | $374,026 | |
| 4 | SO |
Southern Co
This page
|
3,507 | $335,654 | |
| 5 | MGEE |
Mge Energy Inc
|
2,430 | $198,142 | |
| 6 | EIX |
Edison International
|
2,604 | $193,867 | |
| 7 | ETR |
Entergy Corp /De/
|
1,562 | $179,411 | |
| 8 | DUK |
Duke Energy CORP
|
1,360 | $172,148 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,654 | 3,507 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $348,726 | 3,613 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $335,284 | 3,845 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $365,243 | 3,854 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $353,820 | 3,853 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $357,225 | 3,885 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $327,962 | 3,984 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $359,367 | 3,985 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $327,345 | 4,220 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $300,949 | 4,195 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $310,281 | 4,425 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $293,246 | 4,531 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $318,302 | 4,531 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $315,127 | 4,529 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $323,344 | 4,528 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $323,544 | 4,758 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $339,221 | 4,757 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $344,857 | 4,756 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $325,960 | 4,753 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $295,472 | 4,768 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $293,534 | 4,851 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $302,967 | 4,874 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $303,587 | 4,942 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $259,334 | 4,783 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $392,815 | 7,576 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $409,731 | 7,568 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||