Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,278,641
+$119,928 QoQ
Shares Held
34,256
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#585
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,663,808 across 22 Utilities - Regulated Electric names. SO ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
119,680 | $10,504,313 | |
| 2 | SO |
Southern Co
This page
|
34,256 | $3,278,641 | |
| 3 | AEP |
American Electric Power Co Inc
|
23,590 | $3,227,347 | |
| 4 | DUK |
Duke Energy CORP
|
20,484 | $2,592,864 | |
| 5 | D |
Dominion Energy, Inc
|
32,322 | $2,207,269 | |
| 6 | ED |
Consolidated Edison Inc
|
14,020 | $1,551,032 | |
| 7 | EXC |
Exelon Corp
|
29,638 | $1,381,723 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
12,259 | $994,940 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,278,641 | 34,256 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,158,713 | 32,726 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,433,403 | 27,906 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,084,573 | 32,548 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,364,347 | 25,747 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,349,966 | 25,557 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,079,073 | 25,256 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,319,249 | 25,718 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,983,232 | 25,567 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,767,243 | 24,634 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,574,895 | 22,460 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $731,853 | 11,308 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,086,416 | 15,465 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $968,484 | 13,919 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $956,608 | 13,396 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $794,784 | 11,688 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $738,343 | 10,354 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $603,863 | 8,328 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $547,199 | 7,979 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $255,626 | 4,125 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $352,954 | 5,833 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $395,772 | 6,367 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $343,086 | 5,585 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $279,287 | 5,151 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $262,516 | 5,063 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $299,664 | 5,535 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||