Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$214,964
-$179 QoQ
Shares Held
2,246
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,992
of 2,360 holders
Holding Since
Jun 2023
7 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, 2026Strategic Family Wealth Counselors, L.L.C. holds $480,029 across 2 Utilities - Regulated Electric names. SO ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,020 | $265,065 | |
| 2 | SO |
Southern Co
This page
|
2,246 | $214,964 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,964 | 2,246 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $215,143 | 2,229 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $208,114 | 2,196 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $200,097 | 2,179 | Shares | Sole | 2025-08-13 | |
| 2023-12-31 | $330,756 | 4,717 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $304,119 | 4,699 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $328,699 | 4,679 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||