Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,080,183
+$4,372 QoQ
Shares Held
11,286
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#984
of 2,360 holders
Holding Since
Dec 2020
23 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, 2026Wagner Wealth Management, LLC holds $4,101,369 across 4 Utilities - Regulated Electric names. SO ranks #2 (26.3% of the industry book) .
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,183 | 11,286 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,075,811 | 11,146 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $888,393 | 10,188 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $887,615 | 9,366 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $870,548 | 9,480 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $807,229 | 8,779 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $702,107 | 8,529 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $692,582 | 7,680 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $772,131 | 9,954 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $637,481 | 8,886 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $665,649 | 9,493 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $577,496 | 8,923 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $574,785 | 8,182 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $574,869 | 8,262 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $512,295 | 7,174 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $353,396 | 5,197 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $482,982 | 6,773 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $447,314 | 6,169 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $422,178 | 6,156 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $356,699 | 5,756 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $347,690 | 5,746 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $355,866 | 5,725 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $334,793 | 5,450 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||