Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$903,598
-$6,489 QoQ
Shares Held
9,441
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,069
of 2,356 holders
Holding Since
Mar 2020
10 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, 2026Golden State Wealth Management, LLC holds $5,478,576 across 21 Utilities - Regulated Electric names. SO ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
11,834 | $1,619,009 | |
| 2 | SO |
Southern Co
This page
|
9,441 | $903,598 | |
| 3 | DUK |
Duke Energy CORP
|
5,872 | $743,277 | |
| 4 | NEE |
Nextera Energy Inc
|
8,015 | $703,476 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
6,870 | $557,569 | |
| 6 | EIX |
Edison International
|
3,464 | $257,894 | |
| 7 | XEL |
Xcel Energy Inc
|
2,027 | $162,768 | |
| 8 | ED |
Consolidated Edison Inc
|
1,396 | $154,439 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,598 | 9,441 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $910,087 | 9,429 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $818,982 | 9,392 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $880,981 | 9,296 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $867,334 | 9,445 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $841,802 | 9,155 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $634,934 | 7,713 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $90,710 | 1,673 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $669,642 | 12,915 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $55,926 | 1,033 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||