Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,524,116
+$1,905,407 QoQ
Shares Held
99,526
+26.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#331
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $85,525,291 across 41 Utilities - Regulated Electric names. SO ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
76,958 | $10,528,623 | |
| 2 | SO |
Southern Co
This page
|
99,526 | $9,524,116 | |
| 3 | NEE |
Nextera Energy Inc
|
83,111 | $7,294,652 | |
| 4 | DUK |
Duke Energy CORP
|
52,478 | $6,642,665 | |
| 5 | ED |
Consolidated Edison Inc
|
54,754 | $6,057,435 | |
| 6 | D |
Dominion Energy, Inc
|
83,212 | $5,682,547 | |
| 7 | EIX |
Edison International
|
75,192 | $5,598,044 | |
| 8 | ES |
Eversource Energy
|
67,933 | $4,909,517 |
All Filings in SO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $1,641 | 33 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $9,522,475 | 99,493 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,618,709 | 78,934 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,052,164 | 23,534 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $7,283,358 | 76,853 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,447,384 | 70,210 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,244,416 | 67,911 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,749,640 | 69,845 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,745,187 | 63,708 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,106,976 | 65,837 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,664,463 | 65,019 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,445,467 | 63,398 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,755,442 | 58,026 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,850,964 | 54,818 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $3,391,607 | 48,744 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,321,370 | 18,504 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,281,936 | 18,852 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $973,951 | 13,658 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,104,762 | 15,236 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,106,469 | 16,134 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $983,587 | 15,872 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $891,856 | 14,739 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $890,255 | 14,322 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $536,713 | 8,737 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $562,315 | 10,371 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $422,059 | 8,140 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $403,830 | 7,459 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||