Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$316,512
-$2,679 QoQ
Shares Held
3,307
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,686
of 2,356 holders
Holding Since
Mar 2020
25 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, 2026Alpha Omega Wealth Management LLC holds $12,050,131 across 7 Utilities - Regulated Electric names. SO ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
32,774 | $4,483,810 | |
| 2 | LNT |
Alliant Energy Corp
|
41,130 | $3,137,807 | |
| 3 | D |
Dominion Energy, Inc
|
23,327 | $1,593,000 | |
| 4 | DUK |
Duke Energy CORP
|
11,877 | $1,503,390 | |
| 5 | NEE |
Nextera Energy Inc
|
7,245 | $635,893 | |
| 6 | EXC |
Exelon Corp
|
8,145 | $379,719 | |
| 7 | SO |
Southern Co
This page
|
3,307 | $316,512 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,512 | 3,307 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $319,191 | 3,307 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $288,370 | 3,307 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $313,404 | 3,307 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $303,681 | 3,307 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $304,078 | 3,307 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $255,768 | 3,107 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $280,189 | 3,107 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $242,949 | 3,132 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $239,037 | 3,332 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $205,591 | 2,932 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $205,973 | 2,932 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $205,956 | 2,960 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $211,373 | 2,960 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $201,280 | 2,960 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $211,077 | 2,960 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $214,629 | 2,960 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $273,977 | 3,995 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $247,570 | 3,995 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $243,915 | 4,031 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $271,639 | 4,370 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $268,449 | 4,370 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $272,997 | 5,035 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $261,064 | 5,035 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $283,422 | 5,235 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||