Position in SO
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$45,006,793
-$14,458,549 QoQ
Shares Held
466,295
-31.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 9.820842644340267.ToString("F0")%
Shared 0.ToString("F0")%
None 90.17915735565974.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $482,207,133 across 33 Utilities - Regulated Electric names. SO ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
584,863 | $76,581,961 | |
| 2 | NEE |
Nextera Energy Inc
|
613,906 | $57,019,589 | |
| 3 | SO |
Southern Co
This page
|
466,295 | $45,006,793 | |
| 4 | AEP |
American Electric Power Co Inc
|
339,972 | $44,563,529 | |
| 5 | EXC |
Exelon Corp
|
679,650 | $33,316,443 | |
| 6 | XEL |
Xcel Energy Inc
|
366,164 | $29,088,068 | |
| 7 | EIX |
Edison International
|
394,379 | $28,860,655 | |
| 8 | PCG |
PG&E Corp
|
1,494,739 | $26,262,564 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,006,793 | 466,295 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $59,465,342 | 681,942 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $61,800,559 | 652,111 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $55,871,024 | 608,418 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $49,607,392 | 539,504 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $43,257,925 | 525,485 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $35,043,497 | 388,595 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $27,605,068 | 355,873 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $23,193,111 | 323,294 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $21,706,767 | 309,566 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $27,802,417 | 429,580 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $357,572 | 5,090 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $392,500 | 5,641 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,875,303 | 68,272 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,975,136 | 43,752 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||