Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,247,748
-$28,385 QoQ
Shares Held
23,485
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#720
of 2,356 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $14,172,342 across 10 Utilities - Regulated Electric names. SO ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
38,790 | $3,404,597 | |
| 2 | SO |
Southern Co
This page
|
23,485 | $2,247,748 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,370 | $1,965,959 | |
| 4 | ED |
Consolidated Edison Inc
|
15,139 | $1,674,827 | |
| 5 | XEL |
Xcel Energy Inc
|
18,302 | $1,469,650 | |
| 6 | DUK |
Duke Energy CORP
|
10,480 | $1,326,558 | |
| 7 | EIX |
Edison International
|
11,943 | $889,156 | |
| 8 | ETR |
Entergy Corp /De/
|
5,572 | $639,999 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,247,748 | 23,485 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,276,133 | 23,582 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,352,733 | 15,513 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,300,718 | 13,725 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,135,937 | 12,370 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,207,211 | 13,129 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,117,987 | 13,581 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,911,004 | 21,191 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,028,500 | 13,259 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $920,926 | 12,837 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,372,038 | 19,567 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,178,874 | 18,215 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,128,706 | 16,067 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,123,856 | 16,152 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,204,186 | 16,863 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,790,712 | 26,334 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,865,398 | 26,159 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,935,364 | 26,691 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $590,542 | 8,611 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $969,854 | 16,028 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $557,699 | 8,972 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $513,309 | 8,356 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $410,445 | 7,570 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $391,052 | 7,542 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $414,008 | 7,647 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||