Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,859,196
-$845,522 QoQ
Shares Held
50,770
-14.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#486
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names. SO ranks #1 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,859,196 | 50,770 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,704,718 | 59,104 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,173,227 | 59,326 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,602,518 | 59,117 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,423,112 | 59,056 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,864,246 | 52,901 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,433,096 | 53,852 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,969,459 | 55,106 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,145,728 | 53,445 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,948,139 | 55,034 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,634,529 | 51,833 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,049,930 | 47,125 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,173,192 | 45,170 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,166,237 | 45,505 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,213,378 | 44,999 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,944,332 | 43,299 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $673,237 | 9,441 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $656,940 | 9,060 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $585,741 | 8,541 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $651,242 | 10,509 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $536,905 | 8,873 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $869,867 | 13,994 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $429,027 | 6,984 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $421,723 | 7,778 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $217,044 | 4,186 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $230,582 | 4,259 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||