Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,355,931
+$146,071 QoQ
Shares Held
55,960
+3.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#457
of 2,360 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,827,763 across 11 Utilities - Regulated Electric names. SO ranks #1 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
55,960 | $5,355,931 | |
| 2 | FE |
Firstenergy Corp
|
95,358 | $4,533,319 | |
| 3 | D |
Dominion Energy, Inc
|
60,758 | $4,149,163 | |
| 4 | DUK |
Duke Energy CORP
|
26,460 | $3,349,306 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
32,950 | $2,674,222 | |
| 6 | NEE |
Nextera Energy Inc
|
20,265 | $1,778,659 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,576 | $1,310,092 | |
| 8 | EXC |
Exelon Corp
|
12,730 | $593,472 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,355,931 | 55,960 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,209,860 | 53,977 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,732,344 | 54,270 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,984,807 | 52,599 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,258,553 | 57,264 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,260,275 | 57,208 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,301,960 | 52,259 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,645,171 | 51,510 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $3,353,559 | 47,826 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $842,201 | 13,013 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,104,681 | 15,725 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,124,204 | 16,157 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,195,260 | 16,738 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,100,852 | 16,189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,234,661 | 17,314 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,093,595 | 15,082 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,067,859 | 15,571 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $932,648 | 15,050 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $853,251 | 14,101 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $735,290 | 11,829 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $717,870 | 11,686 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $648,525 | 11,961 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $372,490 | 7,184 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $393,435 | 7,267 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||