Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$227,119
+$491 QoQ
Shares Held
2,373
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#687
of 860 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealth Architects, LLC holds $3,092,183 across 7 Utilities - Regulated Electric names. SO ranks #7 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
9,733 | $1,136,522 | |
| 2 | ED |
Consolidated Edison Inc
|
5,702 | $630,812 | |
| 3 | NEE |
Nextera Energy Inc
|
3,682 | $323,169 | |
| 4 | ETR |
Entergy Corp /De/
|
2,367 | $271,873 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,869 | $255,697 | |
| 6 | ELPC |
Energy Co Of Parana
|
21,201 | $246,991 | |
| 7 | SO |
Southern Co
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|
2,373 | $227,119 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,119 | 2,373 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $226,628 | 2,348 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $204,745 | 2,348 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $222,519 | 2,348 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $215,616 | 2,348 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $218,749 | 2,379 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $228,967 | 2,539 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||