Position in SO
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$11,739,920
+$1,176,338 QoQ
Shares Held
121,632
+0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
6.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Signature Wealth Management Group holds $12,347,787 across 2 Utilities - Regulated Electric names. SO ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
121,632 | $11,739,920 | |
| 2 | ETR |
Entergy Corp /De/
|
5,410 | $607,867 |
All Filings in SO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,739,920 | 121,632 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $10,563,582 | 121,142 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $11,374,484 | 120,022 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,112,256 | 121,009 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,186,637 | 121,660 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,884,491 | 120,074 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,211,448 | 124,323 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,646,993 | 124,365 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $8,699,981 | 121,271 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $8,423,024 | 120,123 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $8,261,681 | 117,604 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,283,151 | 119,045 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $8,473,724 | 118,663 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $8,027,876 | 118,057 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $8,631,576 | 121,043 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $9,085,865 | 125,305 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $8,221,096 | 119,876 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,104,116 | 114,638 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $7,052,137 | 116,545 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $6,342,495 | 102,035 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $6,313,161 | 102,770 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $5,542,314 | 102,219 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $5,286,159 | 101,951 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $5,396,675 | 99,680 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||