Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$901,301
+$80,302 QoQ
Shares Held
9,417
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,074
of 2,360 holders
Holding Since
Mar 2020
16 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, 2026Dakota Wealth Management holds $35,501,469 across 10 Utilities - Regulated Electric names. SO ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,267 | $12,135,694 | |
| 2 | ED |
Consolidated Edison Inc
|
67,618 | $7,480,579 | |
| 3 | AEP |
American Electric Power Co Inc
|
42,412 | $5,802,385 | |
| 4 | AEE |
Ameren Corp
|
22,947 | $2,593,928 | |
| 5 | D |
Dominion Energy, Inc
|
36,090 | $2,464,586 | |
| 6 | DUK |
Duke Energy CORP
|
14,081 | $1,782,372 | |
| 7 | XEL |
Xcel Energy Inc
|
18,883 | $1,516,304 | |
| 8 | SO |
Southern Co
This page
|
9,417 | $901,301 |
All Filings in SO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901,301 | 9,417 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $820,999 | 8,506 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $636,996 | 7,305 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $10,657,739 | 112,459 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,884,391 | 140,307 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $12,908,032 | 140,381 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $13,896,356 | 168,809 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $15,551,450 | 172,449 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $14,321,749 | 184,630 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $13,232,156 | 184,446 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $242,965 | 3,465 | Shares | Defined | 2024-01-30 | |
| 2021-03-31 | $307,754 | 4,951 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $308,439 | 5,021 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $272,238 | 5,021 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $293,522 | 5,661 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $316,231 | 5,841 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||