Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$37,174,098
+$3,089,362 QoQ
Shares Held
385,144
-1.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026EP Wealth Advisors, LLC holds $167,382,733 across 28 Utilities - Regulated Electric names. SO ranks #3 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
644,609 | $59,871,283 | |
| 2 | XEL |
Xcel Energy Inc
|
565,921 | $44,956,764 | |
| 3 | SO |
Southern Co
This page
|
385,144 | $37,174,098 | |
| 4 | DUK |
Duke Energy CORP
|
28,787 | $3,769,369 | |
| 5 | IDA |
Idacorp Inc
|
17,550 | $2,509,123 | |
| 6 | AEP |
American Electric Power Co Inc
|
16,750 | $2,195,590 | |
| 7 | ED |
Consolidated Edison Inc
|
16,193 | $1,832,723 | |
| 8 | ES |
Eversource Energy
|
24,148 | $1,672,973 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,174,098 | 385,144 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $34,084,736 | 390,880 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $33,293,792 | 362,559 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,889,639 | 346,815 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,287,868 | 343,633 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,003,168 | 354,881 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $27,347,691 | 352,555 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $25,880,491 | 360,754 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $37,267,307 | 531,479 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $32,560,826 | 503,103 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $13,488,000 | 192,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $464,307 | 6,673 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $29,721,199 | 416,205 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $875,686 | 12,280 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,078,876 | 14,879 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,053,663 | 15,364 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $951,983 | 15,362 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,139,645 | 18,834 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,137,963 | 18,307 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,012,980 | 16,490 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $956,495 | 17,641 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,004,282 | 19,369 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,201,041 | 22,184 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||