Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$55,416
+$111 QoQ
Shares Held
579
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,182
of 2,359 holders
Holding Since
Mar 2020
9 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, 2026Darwin Wealth Management, LLC holds $516,242 across 13 Utilities - Regulated Electric names. SO ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,109 | $266,957 | |
| 2 | NEE |
Nextera Energy Inc
|
1,093 | $95,932 | |
| 3 | ED |
Consolidated Edison Inc
|
532 | $58,855 | |
| 4 | SO |
Southern Co
This page
|
579 | $55,416 | |
| 5 | EIX |
Edison International
|
423 | $31,492 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
65 | $7,590 | |
| 7 | NGG |
National Grid PLC
|
0 | $0 | |
| 8 | AEP |
American Electric Power Co Inc
|
0 | $0 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,416 | 579 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $55,305 | 573 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $50,052 | 574 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $53,924 | 569 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $52,251 | 569 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,319 | 569 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $46,840 | 569 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $90,721 | 1,006 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $100,970 | 1,865 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||