Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,643,797
+$181,379 QoQ
Shares Held
27,623
+8.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#657
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Red Door Wealth Management, LLC holds $13,142,430 across 8 Utilities - Regulated Electric names. SO ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
61,118 | $7,736,316 | |
| 2 | SO |
Southern Co
This page
|
27,623 | $2,643,797 | |
| 3 | ETR |
Entergy Corp /De/
|
6,385 | $733,381 | |
| 4 | NEE |
Nextera Energy Inc
|
7,343 | $644,495 | |
| 5 | D |
Dominion Energy, Inc
|
7,870 | $537,442 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,446 | $334,637 | |
| 7 | ES |
Eversource Energy
|
3,829 | $276,721 | |
| 8 | ED |
Consolidated Edison Inc
|
2,130 | $235,641 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,643,797 | 27,623 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,462,418 | 25,512 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,211,217 | 25,358 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,285,473 | 24,116 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,720,802 | 18,739 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,349,182 | 14,673 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,153,220 | 14,009 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,303,912 | 14,459 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,080,239 | 13,926 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $990,083 | 13,801 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $973,826 | 13,888 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $898,831 | 13,888 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $970,784 | 13,819 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $954,985 | 13,725 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,231,036 | 17,239 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,131,316 | 16,637 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,239,225 | 17,378 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,290,678 | 17,800 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,219,215 | 17,778 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,091,663 | 17,616 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,069,272 | 17,671 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,069,649 | 17,208 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,062,308 | 17,293 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $946,410 | 17,455 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $904,834 | 17,451 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $1,118,207 | 20,654 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||