Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$746,633
+$9,607 QoQ
Shares Held
7,801
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,181
of 2,356 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $55,859,595 across 10 Utilities - Regulated Electric names. SO ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,739 | $39,649,131 | |
| 2 | DUK |
Duke Energy CORP
|
86,020 | $10,888,410 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,405 | $1,423,507 | |
| 4 | ETR |
Entergy Corp /De/
|
6,757 | $776,109 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,569 | $767,061 | |
| 6 | EXC |
Exelon Corp
|
16,201 | $755,290 | |
| 7 | SO |
Southern Co
This page
|
7,801 | $746,633 | |
| 8 | ED |
Consolidated Edison Inc
|
3,451 | $381,784 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,633 | 7,801 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $737,026 | 7,636 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $431,901 | 4,953 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $436,700 | 4,608 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $419,479 | 4,568 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $709,104 | 8,614 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,235,284 | 13,698 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $944,724 | 12,179 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $614,740 | 8,569 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $603,522 | 8,607 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,258,221 | 19,441 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $505,448 | 7,195 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,319,167 | 18,959 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,342,936 | 18,806 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,278,808 | 18,806 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,673,503 | 23,468 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,305,107 | 17,999 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,234,097 | 17,995 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,112,175 | 17,947 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,063,402 | 17,574 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $1,092,399 | 17,574 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $763,206 | 12,424 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $674,605 | 12,442 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $644,184 | 12,424 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $677,453 | 12,513 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||