Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$205,106
-$31,271 QoQ
Shares Held
2,143
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,035
of 2,360 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, 2026Triton Wealth Management, PLLC holds $488,514 across 2 Utilities - Regulated Electric names. SO ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
1,860 | $283,408 | |
| 2 | SO |
Southern Co
This page
|
2,143 | $205,106 |
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,106 | 2,143 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $236,377 | 2,449 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $213,552 | 2,449 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $232,091 | 2,449 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $482,107 | 5,250 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $375,379 | 4,560 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $411,220 | 4,560 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $363,105 | 4,681 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $335,814 | 4,681 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $328,932 | 4,691 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $303,601 | 4,691 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $329,542 | 4,691 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $326,399 | 4,691 | Shares | Sole | 2023-06-26 | |
| 2022-12-31 | $334,984 | 4,691 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $333,064 | 4,898 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $349,276 | 4,898 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $355,153 | 4,898 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $335,904 | 4,898 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $303,529 | 4,898 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $296,680 | 4,903 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $292,338 | 4,703 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $288,598 | 4,698 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $254,725 | 4,698 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $243,591 | 4,698 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $254,349 | 4,698 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||