Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$648,148
-$5,002 QoQ
Shares Held
6,772
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,250
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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,803,793 across 35 Utilities - Regulated Electric names. SO ranks #1 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
6,772 | $648,148 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,541 | $621,254 | |
| 3 | NGG |
National Grid PLC
|
6,372 | $528,047 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,669 | $460,096 | |
| 5 | NEE |
Nextera Energy Inc
|
4,784 | $419,891 | |
| 6 | KEP |
Korea Electric Power Corp
|
30,442 | $368,348 | |
| 7 | ETR |
Entergy Corp /De/
|
3,078 | $353,539 | |
| 8 | DUK |
Duke Energy CORP
|
1,985 | $251,261 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,148 | 6,772 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $653,150 | 6,767 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $589,908 | 6,765 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $643,962 | 6,795 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $685,786 | 7,468 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $542,688 | 5,902 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $482,971 | 5,867 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $715,578 | 7,935 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $630,411 | 8,127 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $581,524 | 8,106 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $552,195 | 7,875 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $520,284 | 8,039 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $565,301 | 8,047 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $569,163 | 8,180 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $518,007 | 7,254 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $553,316 | 8,137 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $565,773 | 7,934 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $569,130 | 7,849 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $462,982 | 6,751 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $412,410 | 6,655 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $359,429 | 5,940 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $368,049 | 5,921 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $336,697 | 5,481 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $278,147 | 5,130 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $233,428 | 4,502 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $350,772 | 6,479 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||