Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,854
-$63 QoQ
Shares Held
197
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,260
of 2,356 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, 2026Tower View Wealth Management LLC holds $689,804 across 7 Utilities - Regulated Electric names. SO ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGEE |
Mge Energy Inc
|
3,534 | $288,162 | |
| 2 | NEE |
Nextera Energy Inc
|
2,610 | $229,079 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
694 | $56,325 | |
| 4 | ETR |
Entergy Corp /De/
|
413 | $47,437 | |
| 5 | XEL |
Xcel Energy Inc
|
539 | $43,281 | |
| 6 | SO |
Southern Co
This page
|
197 | $18,854 | |
| 7 | EXC |
Exelon Corp
|
143 | $6,666 |
All Filings in SO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,854 | 197 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,917 | 196 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $16,916 | 194 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,195 | 192 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $17,539 | 191 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $17,378 | 189 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,476 | 188 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $16,773 | 186 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,350 | 185 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $13,200 | 184 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $12,761 | 182 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,125 | 141 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $9,764 | 139 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,602 | 138 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $9,783 | 137 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,180 | 135 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,555 | 134 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,643 | 133 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,052 | 132 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $8,056 | 130 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 SOJD | $40,230 | 1,500 | Shares | Sole | 2021-07-28 | |
| 2021-06-30 | $7,805 | 129 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 SOJD | $39,480 | 1,500 | Shares | Sole | 2021-04-23 | |
| 2021-03-31 | $7,956 | 128 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 SOJD | $41,100 | 1,500 | Shares | Sole | 2021-01-26 | |
| 2020-12-31 | $7,740 | 126 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $6,777 | 125 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $6,429 | 124 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $6,605 | 122 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||