Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$194,291
-$1,644 QoQ
Shares Held
2,030
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,055
of 2,360 holders
Holding Since
Mar 2020
10 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, 2026Measured Wealth Private Client Group, LLC holds $3,375,423 across 19 Utilities - Regulated Electric names. SO ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
20,931 | $1,512,683 | |
| 2 | NEE |
Nextera Energy Inc
|
4,220 | $370,389 | |
| 3 | EIX |
Edison International
|
4,901 | $364,879 | |
| 4 | EXC |
Exelon Corp
|
5,120 | $238,694 | |
| 5 | SO |
Southern Co
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|
2,030 | $194,291 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,412 | $164,879 | |
| 7 | DUK |
Duke Energy CORP
|
1,029 | $130,250 | |
| 8 | OGE |
Oge Energy Corp.
|
1,605 | $78,099 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,291 | 2,030 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $195,935 | 2,030 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $177,016 | 2,030 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $194,657 | 2,054 | Shares | Sole | 2025-11-14 | |
| 2022-03-31 | $210,061 | 2,897 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $203,476 | 2,967 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $200,776 | 3,230 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $213,626 | 3,940 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $220,984 | 4,262 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $215,368 | 3,978 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||