Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,940,366
+$1,025,340 QoQ
Shares Held
93,411
+13.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#344
of 2,356 holders
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $52,295,013 across 17 Utilities - Regulated Electric names. SO ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
162,426 | $14,256,130 | |
| 2 | SO |
Southern Co
This page
|
93,411 | $8,940,366 | |
| 3 | ETR |
Entergy Corp /De/
|
47,142 | $5,414,730 | |
| 4 | XEL |
Xcel Energy Inc
|
52,445 | $4,211,333 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,893 | $3,679,231 | |
| 6 | DUK |
Duke Energy CORP
|
26,993 | $3,416,773 | |
| 7 | NGG |
National Grid PLC
|
24,642 | $2,042,082 | |
| 8 | CNP |
Centerpoint Energy Inc
|
37,382 | $1,646,303 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,940,366 | 93,411 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,915,026 | 82,004 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $615,283 | 7,056 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $256,163 | 2,703 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,108 | 611 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||