Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$391,262
-$3,311 QoQ
Shares Held
4,088
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,563
of 2,360 holders
Holding Since
Jun 2021
21 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, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $4,115,416 across 6 Utilities - Regulated Electric names. SO ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,785 | $1,749,115 | |
| 2 | NEE |
Nextera Energy Inc
|
8,225 | $721,908 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,791 | $442,675 | |
| 4 | DUK |
Duke Energy CORP
|
3,411 | $431,764 | |
| 5 | SO |
Southern Co
This page
|
4,088 | $391,262 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,666 | $378,692 |
All Filings in SO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,262 | 4,088 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $394,573 | 4,088 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $356,473 | 4,088 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $394,432 | 4,162 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $382,196 | 4,162 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $384,259 | 4,179 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $344,015 | 4,179 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $375,329 | 4,162 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $322,846 | 4,162 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $322,973 | 4,502 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $291,839 | 4,162 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $269,364 | 4,162 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $292,380 | 4,162 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $289,591 | 4,162 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $297,208 | 4,162 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $283,016 | 4,162 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $296,792 | 4,162 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $301,786 | 4,162 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $285,429 | 4,162 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $257,919 | 4,162 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $251,842 | 4,162 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||