Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,075,074
-$231,490 QoQ
Shares Held
73,922
-2.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#405
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, 2026Stratos Wealth Partners, LTD. holds $55,015,753 across 21 Utilities - Regulated Electric names. SO ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
83,473 | $9,747,142 | |
| 2 | NEE |
Nextera Energy Inc
|
109,916 | $9,647,327 | |
| 3 | SO |
Southern Co
This page
|
73,922 | $7,075,074 | |
| 4 | DUK |
Duke Energy CORP
|
54,789 | $6,935,191 | |
| 5 | D |
Dominion Energy, Inc
|
62,038 | $4,236,575 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,147 | $3,166,741 | |
| 7 | FE |
Firstenergy Corp
|
39,808 | $1,892,472 | |
| 8 | LNT |
Alliant Energy Corp
|
23,701 | $1,808,149 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,075,074 | 73,922 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,306,564 | 75,700 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,019,425 | 80,498 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,068,799 | 74,589 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,179,946 | 56,408 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,289,423 | 57,525 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,852,023 | 58,941 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,918,423 | 65,629 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,823,768 | 62,186 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,435,899 | 61,833 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,299,548 | 61,317 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,049,077 | 62,563 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,387,463 | 62,455 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,045,937 | 58,148 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,574,881 | 64,065 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,406,468 | 64,801 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,198,304 | 58,874 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,295,129 | 59,235 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,877,307 | 56,537 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,326,859 | 53,685 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,201,584 | 52,910 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,181,783 | 51,187 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,164,750 | 51,518 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,565,907 | 47,324 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,330,242 | 44,942 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,451,946 | 45,289 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||