Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$54,076
+$25 QoQ
Shares Held
565
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,184
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, 2026Winch Advisory Services, LLC holds $1,867,099 across 11 Utilities - Regulated Electric names. SO ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
7,858 | $917,578 | |
| 2 | NEE |
Nextera Energy Inc
|
7,914 | $694,611 | |
| 3 | LNT |
Alliant Energy Corp
|
1,018 | $77,663 | |
| 4 | SO |
Southern Co
This page
|
565 | $54,076 | |
| 5 | XEL |
Xcel Energy Inc
|
404 | $32,441 | |
| 6 | DUK |
Duke Energy CORP
|
255 | $32,277 | |
| 7 | ETR |
Entergy Corp /De/
|
164 | $18,837 | |
| 8 | D |
Dominion Energy, Inc
|
224 | $15,296 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,076 | 565 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $54,051 | 560 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $48,483 | 556 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $52,218 | 551 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,424 | 658 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $60,043 | 653 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $53,261 | 647 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $19,478 | 216 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $16,599 | 214 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $20,302 | 283 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,725 | 210 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $13,461 | 208 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $14,471 | 206 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,194 | 204 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,353 | 201 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $13,532 | 199 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $14,119 | 198 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,178 | 99 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,858 | 100 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,135 | 99 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,929 | 98 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,029 | 97 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,897 | 96 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,150 | 95 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,873 | 94 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,035 | 93 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||