Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$499,127
+$29,558 QoQ
Shares Held
5,215
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,403
of 2,354 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 11%
Shared 6%
None 82%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GeoWealth Management, LLC holds $10,640,115 across 19 Utilities - Regulated Electric names. SO ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
21,067 | $1,568,438 | |
| 2 | ES |
Eversource Energy
|
18,375 | $1,327,961 | |
| 3 | NGG |
National Grid PLC
|
12,583 | $1,042,753 | |
| 4 | EXC |
Exelon Corp
|
21,546 | $1,004,474 | |
| 5 | PPL |
PPL Corp
|
19,186 | $697,411 | |
| 6 | ETR |
Entergy Corp /De/
|
5,643 | $648,154 | |
| 7 | SO |
Southern Co
This page
|
5,215 | $499,127 | |
| 8 | DUK |
Duke Energy CORP
|
3,795 | $480,371 |
All Filings in SO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,127 | 5,215 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $469,569 | 4,865 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $377,576 | 4,330 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $444,376 | 4,689 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $409,745 | 4,462 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $387,845 | 4,218 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $517,298 | 6,284 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $700,067 | 7,763 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $625,679 | 8,066 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $456,051 | 6,357 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $407,817 | 5,816 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,176,997 | 18,186 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $5,198 | 74 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $5,148 | 74 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||