Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$870,481
+$740 QoQ
Shares Held
9,095
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,092
of 2,360 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chesapeake Wealth Management holds $5,081,027 across 7 Utilities - Regulated Electric names. SO ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,370 | $2,490,034 | |
| 2 | SO |
Southern Co
This page
|
9,095 | $870,481 | |
| 3 | D |
Dominion Energy, Inc
|
9,211 | $629,019 | |
| 4 | DUK |
Duke Energy CORP
|
3,017 | $381,891 | |
| 5 | AEE |
Ameren Corp
|
2,211 | $249,931 | |
| 6 | LNT |
Alliant Energy Corp
|
3,220 | $245,653 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,637 | $214,018 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,481 | 9,095 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $869,741 | 9,011 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $787,241 | 9,028 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $764,414 | 8,066 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $716,365 | 7,801 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $291,757 | 3,173 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $266,140 | 3,233 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $291,551 | 3,233 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $250,783 | 3,233 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $231,935 | 3,233 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $205,356 | 3,173 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $229,928 | 3,273 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $309,491 | 4,448 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $333,698 | 4,673 | Shares | Sole | 2023-02-23 | |
| 2022-09-30 | $358,564 | 5,273 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $304,707 | 4,273 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $309,835 | 4,273 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||