Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,794,466
-$610,812 QoQ
Shares Held
18,749
-24.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#797
of 2,356 holders
Holding Since
Mar 2021
22 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, 2026CreativeOne Wealth, LLC holds $16,103,661 across 16 Utilities - Regulated Electric names. SO ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,932 | $3,329,290 | |
| 2 | EVRG |
Evergy, Inc.
|
24,818 | $2,145,019 | |
| 3 | SO |
Southern Co
This page
|
18,749 | $1,794,466 | |
| 4 | DUK |
Duke Energy CORP
|
12,484 | $1,580,224 | |
| 5 | EIX |
Edison International
|
19,185 | $1,428,322 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,801 | $1,340,874 | |
| 7 | AEE |
Ameren Corp
|
5,983 | $676,318 | |
| 8 | ED |
Consolidated Edison Inc
|
5,839 | $645,968 |
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,794,466 | 18,749 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,405,278 | 24,920 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,146,863 | 24,620 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,233,254 | 23,565 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,298,045 | 25,025 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,063,541 | 22,442 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,960,885 | 35,968 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,870,609 | 31,832 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,704,755 | 21,977 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,552,022 | 21,634 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $924,391 | 13,183 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $956,561 | 14,780 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,175,633 | 16,735 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,083,986 | 15,579 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $810,646 | 11,352 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $656,676 | 9,657 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,768,131 | 24,795 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $751,566 | 10,365 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $605,561 | 8,830 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $620,815 | 10,018 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $436,761 | 7,218 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $448,048 | 7,208 | Shares | Other | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||