Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,623,927
-$18,807 QoQ
Shares Held
100,553
+0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#329
of 2,360 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, 2026Principle Wealth Partners LLC holds $32,467,094 across 12 Utilities - Regulated Electric names. SO ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
100,553 | $9,623,927 | |
| 2 | DUK |
Duke Energy CORP
|
41,778 | $5,288,259 | |
| 3 | AEP |
American Electric Power Co Inc
|
33,014 | $4,516,645 | |
| 4 | D |
Dominion Energy, Inc
|
61,443 | $4,195,942 | |
| 5 | NEE |
Nextera Energy Inc
|
41,082 | $3,605,767 | |
| 6 | EXC |
Exelon Corp
|
51,410 | $2,396,734 | |
| 7 | ES |
Eversource Energy
|
12,256 | $885,741 | |
| 8 | ED |
Consolidated Edison Inc
|
5,338 | $590,542 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,623,927 | 100,553 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,642,734 | 99,904 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,768,047 | 100,551 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,753,728 | 102,920 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,579,430 | 104,317 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,647,577 | 104,922 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,471,304 | 102,907 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,934,854 | 99,078 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,708,208 | 99,371 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,962,438 | 97,051 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,462,469 | 92,163 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,852,435 | 90,427 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,355,587 | 90,471 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,343,886 | 91,174 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,603,354 | 92,471 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,464,760 | 95,070 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,770,741 | 94,948 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,147,020 | 98,566 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,862,663 | 100,068 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,185,225 | 99,810 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,971,005 | 98,678 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,024,982 | 96,927 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $5,584,048 | 90,901 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $616,860 | 11,377 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $596,637 | 11,507 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $622,988 | 11,507 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||