Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,480,334
-$249,318 QoQ
Shares Held
203,535
-0.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#219
of 2,360 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Florida Trust Wealth Management Co holds $78,573,738 across 14 Utilities - Regulated Electric names. SO ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
276,800 | $24,294,735 | |
| 2 | SO |
Southern Co
This page
|
203,535 | $19,480,334 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
149,036 | $12,095,761 | |
| 4 | DUK |
Duke Energy CORP
|
76,697 | $9,708,305 | |
| 5 | D |
Dominion Energy, Inc
|
67,185 | $4,588,062 | |
| 6 | GNE |
Genie Energy Ltd.
|
271,939 | $3,929,518 | |
| 7 | XEL |
Xcel Energy Inc
|
19,919 | $1,599,495 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,423 | $741,920 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,480,334 | 203,535 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $19,729,652 | 204,410 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,982,470 | 206,221 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $19,553,988 | 206,331 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $19,113,220 | 208,137 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,705,987 | 214,312 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $18,420,581 | 223,768 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $20,710,557 | 229,658 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $17,786,955 | 229,302 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $16,388,715 | 228,446 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $16,067,226 | 229,139 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||