Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$592,062
-$5,010 QoQ
Shares Held
6,186
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,313
of 2,359 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, 2026Cranbrook Wealth Management, LLC holds $2,556,090 across 14 Utilities - Regulated Electric names. SO ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
6,469 | $985,681 | |
| 2 | SO |
Southern Co
This page
|
6,186 | $592,062 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,109 | $288,532 | |
| 4 | XEL |
Xcel Energy Inc
|
2,905 | $233,271 | |
| 5 | DUK |
Duke Energy CORP
|
1,233 | $156,073 | |
| 6 | CMS |
Cms Energy Corp
|
1,113 | $85,144 | |
| 7 | ED |
Consolidated Edison Inc
|
643 | $71,135 | |
| 8 | CNP |
Centerpoint Energy Inc
|
1,119 | $49,280 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,062 | 6,186 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $597,072 | 6,186 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $539,419 | 6,186 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $616,857 | 6,509 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $554,285 | 6,036 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $555,010 | 6,036 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $496,883 | 6,036 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $544,326 | 6,036 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $468,212 | 6,036 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $433,022 | 6,036 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $423,244 | 6,036 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $390,649 | 6,036 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $424,029 | 6,036 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $419,984 | 6,036 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $376,759 | 5,276 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $358,768 | 5,276 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $376,231 | 5,276 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $382,562 | 5,276 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $60,350 | 880 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $58,251 | 940 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $53,248 | 880 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $54,700 | 880 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $54,058 | 880 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $47,713 | 880 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $45,628 | 880 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $47,643 | 880 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||