Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$20,032,390
+$328,315 QoQ
Shares Held
209,303
+2.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#213
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealthfront Advisers LLC holds $293,294,842 across 24 Utilities - Regulated Electric names. SO ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
204,723 | $22,648,505 | |
| 2 | DUK |
Duke Energy CORP
|
172,567 | $21,843,530 | |
| 3 | D |
Dominion Energy, Inc
|
315,519 | $21,546,792 | |
| 4 | SO |
Southern Co
This page
|
209,303 | $20,032,390 | |
| 5 | NEE |
Nextera Energy Inc
|
220,001 | $19,309,487 | |
| 6 | EXC |
Exelon Corp
|
380,125 | $17,721,427 | |
| 7 | ETR |
Entergy Corp /De/
|
150,534 | $17,290,335 | |
| 8 | AEP |
American Electric Power Co Inc
|
126,353 | $17,286,353 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,032,390 | 209,303 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,704,075 | 204,145 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,360,880 | 164,689 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $16,309,158 | 172,092 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,160,122 | 165,089 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $14,574,534 | 158,505 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,993,259 | 133,543 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $9,518,048 | 105,545 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,677,180 | 98,971 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,293,678 | 87,729 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,297,126 | 89,805 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,904,082 | 91,225 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,578,420 | 93,643 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,945,680 | 85,451 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $11,616,407 | 162,672 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,616,780 | 170,835 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,083,428 | 155,426 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $12,386,593 | 170,826 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,251,477 | 120,319 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,648,895 | 123,429 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,029,288 | 83,115 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,521,021 | 72,732 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,624,696 | 75,284 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,761,132 | 69,368 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,571,531 | 68,882 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,373,611 | 99,254 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||