Robertson Stephens Wealth Management, LLC
Position in SO — Southern Co
CIK 1767307
San Francisco, CA
Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$504,391
-$5,331 QoQ
Shares Held
5,270
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,401
of 2,360 holders
Holding Since
Sep 2020
24 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, 2026Robertson Stephens Wealth Management, LLC holds $3,546,012 across 7 Utilities - Regulated Electric names. SO ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,604 | $1,545,103 | |
| 2 | SO |
Southern Co
This page
|
5,270 | $504,391 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,160 | $485,763 | |
| 4 | IDA |
Idacorp Inc
|
1,913 | $289,436 | |
| 5 | DUK |
Duke Energy CORP
|
2,253 | $285,184 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,852 | $231,468 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,496 | $204,667 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,391 | 5,270 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $509,722 | 5,281 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $450,562 | 5,167 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $464,278 | 4,899 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $516,268 | 5,622 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $800,332 | 8,704 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $737,834 | 8,963 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $541,621 | 6,006 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $355,658 | 4,585 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $275,840 | 3,845 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $271,083 | 3,866 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $297,970 | 4,604 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $323,009 | 4,598 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $331,548 | 4,765 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $272,429 | 3,815 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $255,952 | 3,764 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $268,410 | 3,764 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $272,927 | 3,764 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $251,962 | 3,674 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $224,455 | 3,622 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $222,192 | 3,672 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $227,878 | 3,666 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $222,499 | 3,622 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $203,704 | 3,757 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||