Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$233,340
+$12,792 QoQ
Shares Held
2,438
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,931
of 2,354 holders
Holding Since
Mar 2022
8 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, 2026Spartan Planning & Wealth Management holds $437,054 across 2 Utilities - Regulated Electric names. SO ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,438 | $233,340 | |
| 2 | NEE |
Nextera Energy Inc
|
2,321 | $203,714 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,340 | 2,438 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $220,548 | 2,285 | Shares | Sole | 2026-04-16 | |
| 2023-12-31 | $98,027 | 1,398 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $194 | 3 | Shares | Sole | 2023-11-17 | |
| 2022-12-31 | $20,423 | 286 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $48,620 | 715 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $46,137 | 647 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $33,572 | 463 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||