Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$256,694
+$1,689 QoQ
Shares Held
2,682
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,849
of 2,360 holders
Holding Since
Mar 2022
13 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, 2026Nova R Wealth, Inc. holds $1,849,105 across 2 Utilities - Regulated Electric names. SO ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,143 | $1,592,411 | |
| 2 | SO |
Southern Co
This page
|
2,682 | $256,694 |
All Filings in SO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,694 | 2,682 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $255,005 | 2,642 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $228,638 | 2,622 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $248,297 | 2,620 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $240,410 | 2,618 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $240,541 | 2,616 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $215,184 | 2,614 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $235,550 | 2,612 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $202,457 | 2,610 | Shares | Sole | 2024-07-18 | |
| 2023-06-30 | $202,952 | 2,889 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $200,668 | 2,884 | Shares | Sole | 2023-04-17 | |
| 2022-06-30 | $204,588 | 2,869 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $207,741 | 2,865 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||