Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,030,413
-$30,727 QoQ
Shares Held
10,766
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,002
of 2,360 holders
Holding Since
Mar 2020
24 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, 2026NWAM LLC holds $5,145,240 across 7 Utilities - Regulated Electric names. SO ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
9,359 | $1,184,662 | |
| 2 | SO |
Southern Co
This page
|
10,766 | $1,030,413 | |
| 3 | EIX |
Edison International
|
12,425 | $925,041 | |
| 4 | NEE |
Nextera Energy Inc
|
9,914 | $870,151 | |
| 5 | D |
Dominion Energy, Inc
|
7,260 | $495,785 | |
| 6 | ES |
Eversource Energy
|
4,734 | $342,126 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,544 | $297,062 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,413 | 10,766 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,061,140 | 10,994 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $961,292 | 11,024 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,053,463 | 11,116 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,062,932 | 11,575 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $1,008,139 | 10,964 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $942,399 | 11,448 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,032,470 | 11,449 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $832,542 | 11,605 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $748,040 | 10,668 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $658,461 | 10,174 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $729,827 | 10,389 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $778,113 | 11,183 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $813,074 | 11,386 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $737,936 | 10,852 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $799,385 | 11,210 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $762,950 | 10,522 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $595,548 | 8,684 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $578,613 | 9,337 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $612,179 | 10,117 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $586,728 | 9,439 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $588,683 | 9,583 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $485,834 | 9,370 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $503,177 | 9,294 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||