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Equibles

Focus Partners Wealth

Position in SO — Southern Co

CIK 1542153 ST LOUIS, MO
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$134,742,356
-$6,387,354 QoQ
Shares Held
1,407,819
-3.7% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#69
of 2,375 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 67% Shared 0% None 33%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Focus Partners Wealth holds $705,160,990 across 31 Utilities - Regulated Electric names. SO ranks #2 (19.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DUK
Duke Energy CORP
 1,154,784 $146,172,558
2 SO
Southern Co
This page 		1,407,819 $134,742,356
3 NEE
Nextera Energy Inc
 1,170,089 $102,698,711
4 D
Dominion Energy, Inc
 760,846 $51,958,173
5 PCG
PG&E Corp
 2,947,922 $49,584,048
6 DTE
Dte Energy Co
 268,718 $40,944,561
7 EVRG
Evergy, Inc.
 412,886 $35,685,736
8 EIX
Edison International
 262,903 $19,573,128

All Filings in SO

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $134,742,356 1,407,819
2026-03-31 $141,129,710 1,462,181
2025-12-31 $123,426,891 1,415,446
2025-09-30 $121,974,297 1,287,056
2025-06-30 $117,905,587 1,283,955
2025-03-31 $116,983,847 1,272,255
2024-12-31 $106,868,811 1,298,212
2024-09-30 $90,021,643 998,244
2024-06-30 $180,581,098 2,327,976
2024-03-31 $17,757,443 247,525
2023-12-31 $921,587 13,143