Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,344,246
+$75,684 QoQ
Shares Held
14,045
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#884
of 2,356 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. SO ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
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|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,344,246 | 14,045 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,268,562 | 13,143 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,173,896 | 24,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,107,116 | 22,234 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,107,957 | 22,955 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,082,943 | 22,653 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,664,757 | 20,223 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,799,541 | 19,955 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,528,671 | 19,707 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,373,390 | 19,144 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,181,152 | 31,106 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,402,611 | 21,672 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,543,814 | 21,976 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,704,988 | 24,504 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,793,819 | 25,120 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,567,060 | 23,045 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,624,085 | 22,775 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,387,478 | 19,135 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,188,011 | 17,323 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,058,261 | 17,077 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $296,922 | 4,907 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,858,708 | 29,902 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,506,632 | 24,526 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $333,453 | 6,150 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $360,979 | 6,962 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $887,625 | 16,395 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||