Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,785,904
+$300,664 QoQ
Shares Held
39,556
+9.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#538
of 2,360 holders
Holding Since
Dec 2020
23 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, 2026FAS Wealth Partners, Inc. holds $16,365,990 across 8 Utilities - Regulated Electric names. SO ranks #3 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
42,068 | $5,324,967 | |
| 2 | NEE |
Nextera Energy Inc
|
60,087 | $5,273,835 | |
| 3 | SO |
Southern Co
This page
|
39,556 | $3,785,904 | |
| 4 | EVRG |
Evergy, Inc.
|
11,070 | $956,780 | |
| 5 | EIX |
Edison International
|
3,822 | $284,547 | |
| 6 | PCG |
PG&E Corp
|
16,628 | $279,682 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,887 | $258,160 | |
| 8 | AEE |
Ameren Corp
|
1,788 | $202,115 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,785,904 | 39,556 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,485,240 | 36,109 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $3,035,257 | 34,808 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,097,936 | 32,689 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,876,942 | 31,329 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,697,996 | 29,342 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,301,831 | 27,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,424,489 | 26,885 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,004,331 | 25,839 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,757,271 | 24,495 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,708,263 | 24,362 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $201,408 | 3,112 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $219,109 | 3,119 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $340,524 | 4,894 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $417,462 | 5,846 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $394,264 | 5,798 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $390,636 | 5,478 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,075,468 | 14,832 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $791,001 | 11,534 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $459,817 | 7,420 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $359,308 | 5,938 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $237,948 | 3,828 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $212,670 | 3,462 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||