Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,286,232
+$16,293 QoQ
Shares Held
65,680
+1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#434
of 2,360 holders
Holding Since
Jun 2020
23 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, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. SO ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
This page
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,286,232 | 65,680 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,269,939 | 64,960 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,020,113 | 69,038 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,164,340 | 86,149 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,813,263 | 85,084 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,747,199 | 73,379 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,000,716 | 72,895 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,110,230 | 56,667 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,807,058 | 49,079 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,311,518 | 46,160 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,441,209 | 49,076 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,318,464 | 35,823 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,803,326 | 39,905 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,806,714 | 25,966 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,558,523 | 21,825 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,371,492 | 20,169 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,356,957 | 19,029 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,317,941 | 18,176 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,666,836 | 24,305 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $335,195 | 5,409 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $285,365 | 4,716 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $352,758 | 5,675 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $18,614 | 359 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||