Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,001,222
+$18,649 QoQ
Shares Held
10,461
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,021
of 2,360 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, 2026SeaCrest Wealth Management, LLC holds $6,171,794 across 10 Utilities - Regulated Electric names. SO ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
9,598 | $1,452,177 | |
| 2 | SO |
Southern Co
This page
|
10,461 | $1,001,222 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,869 | $802,937 | |
| 4 | DUK |
Duke Energy CORP
|
4,690 | $593,660 | |
| 5 | NEE |
Nextera Energy Inc
|
6,563 | $576,034 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,622 | $456,281 | |
| 7 | D |
Dominion Energy, Inc
|
6,382 | $435,826 | |
| 8 | ED |
Consolidated Edison Inc
|
3,105 | $343,506 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,001,222 | 10,461 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $982,573 | 10,180 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $947,689 | 10,868 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,059,812 | 11,183 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,103,061 | 12,012 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,557,357 | 16,937 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,406,519 | 17,086 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,484,182 | 16,458 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,306,511 | 16,843 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,203,366 | 16,774 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,408,430 | 20,086 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,273,948 | 19,684 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,352,031 | 19,246 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,309,982 | 18,827 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,128,563 | 15,804 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,462,748 | 21,511 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,496,440 | 20,985 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,412,712 | 19,483 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,322,908 | 19,290 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,158,157 | 18,689 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,125,425 | 18,599 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,171,343 | 18,844 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,095,296 | 17,830 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,024,812 | 18,901 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,020,096 | 19,674 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $907,927 | 16,770 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||