Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$213,050
+$127 QoQ
Shares Held
2,226
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,996
of 2,360 holders
Holding Since
Mar 2025
5 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, 2026Fiduciary Wealth Partners, LLC holds $213,050 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,226 | $213,050 |
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,050 | 2,226 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $212,923 | 2,206 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $211,526 | 2,232 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,346 | 80 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $203,945 | 2,218 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||