Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$471,850
-$199,253 QoQ
Shares Held
4,930
-29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,446
of 2,359 holders
Holding Since
Mar 2020
26 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, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names. SO ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
This page
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
|
3,524 | $240,653 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,850 | 4,930 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $671,103 | 6,953 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,057,474 | 12,127 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $310,182 | 3,273 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,021,057 | 11,119 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $297,182 | 3,232 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $615,424 | 7,476 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $627,201 | 6,955 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $539,964 | 6,961 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $497,947 | 6,941 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $465,246 | 6,635 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $435,500 | 6,729 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $320,129 | 4,557 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $317,006 | 4,556 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $414,820 | 5,809 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $114,716 | 1,687 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $121,940 | 1,710 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $123,847 | 1,708 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $114,940 | 1,676 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $27,018 | 436 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $29,710 | 491 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $192,074 | 3,090 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $197,436 | 3,214 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $174,208 | 3,213 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $168,979 | 3,259 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $117,646 | 2,173 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||