Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,184,963
-$103,912 QoQ
Shares Held
22,829
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#728
of 2,360 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $16,108,587 across 18 Utilities - Regulated Electric names. SO ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,676 | $4,184,522 | |
| 2 | DUK |
Duke Energy CORP
|
17,476 | $2,212,112 | |
| 3 | SO |
Southern Co
This page
|
22,829 | $2,184,963 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,264 | $993,787 | |
| 5 | NGG |
National Grid PLC
|
10,445 | $865,577 | |
| 6 | ED |
Consolidated Edison Inc
|
6,035 | $667,652 | |
| 7 | ETR |
Entergy Corp /De/
|
4,729 | $543,172 | |
| 8 | ES |
Eversource Energy
|
6,845 | $494,688 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,184,963 | 22,829 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,288,875 | 23,714 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,876,544 | 21,520 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,157,344 | 22,764 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,839,905 | 20,036 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,560,483 | 16,971 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,112,143 | 13,510 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,231,227 | 13,653 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $866,999 | 11,177 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $656,851 | 9,156 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $647,277 | 9,231 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $516,789 | 7,985 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $759,191 | 10,807 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $722,379 | 10,382 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $796,078 | 11,148 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,371,220 | 20,165 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $804,804 | 11,286 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $641,858 | 8,852 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $531,769 | 7,754 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $444,882 | 7,179 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $460,965 | 7,618 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $396,891 | 6,385 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $416,372 | 6,778 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||