Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,260,560
-$478,896 QoQ
Shares Held
75,860
-5.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#394
of 2,356 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $75,359,532 across 22 Utilities - Regulated Electric names. SO ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
278,369 | $24,432,447 | |
| 2 | DUK |
Duke Energy CORP
|
77,585 | $9,820,709 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,760 | $7,765,335 | |
| 4 | SO |
Southern Co
This page
|
75,860 | $7,260,560 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
36,622 | $4,276,350 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
40,649 | $3,299,072 | |
| 7 | ETR |
Entergy Corp /De/
|
26,034 | $2,990,265 | |
| 8 | D |
Dominion Energy, Inc
|
40,172 | $2,743,345 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,260,560 | 75,860 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,739,456 | 80,185 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,967,018 | 79,897 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,353,109 | 77,589 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,111,958 | 77,447 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,388,318 | 69,476 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,165,744 | 62,752 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,999,218 | 55,436 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,248,586 | 54,771 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,085,090 | 56,943 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,094,376 | 58,391 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,626,779 | 56,038 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,357,388 | 47,792 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,463,271 | 35,402 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,452,005 | 34,337 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,677,900 | 24,675 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,434,899 | 20,122 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,378,560 | 19,012 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,278,056 | 18,636 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,121,471 | 18,097 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $866,261 | 14,316 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $868,623 | 13,974 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $819,906 | 13,347 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $665,387 | 12,272 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||