Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,908,773
-$121,656 QoQ
Shares Held
51,288
-1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#483
of 2,354 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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. SO ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
This page
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,908,773 | 51,288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,030,429 | 52,118 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,326,321 | 26,678 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,411,517 | 25,446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,331,931 | 25,394 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,406,147 | 26,168 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,098,748 | 25,495 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,528,557 | 28,039 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,032,256 | 26,199 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,810,287 | 25,234 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,750,054 | 24,958 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,617,223 | 24,988 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,702,860 | 24,240 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,798,295 | 25,845 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,739,047 | 24,353 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,301,044 | 19,133 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,017,237 | 14,265 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,017,967 | 14,039 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $943,866 | 13,763 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $689,354 | 11,124 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,182,607 | 19,544 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,161,956 | 18,693 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,063,537 | 17,313 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $869,526 | 16,037 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $569,779 | 10,989 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $901,485 | 16,651 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||