Position in SO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,979,813
+$141,117 QoQ
Shares Held
41,582
+4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#530
of 2,359 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)
Derivatives in SO
reported options exposure · as of Sep 30, 2021CallValue
$12,394
CallShares
200
PutValue
$1,000
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. SO ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
This page
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in SO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,979,813 | 41,582 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,838,696 | 39,771 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,512,590 | 40,282 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,733,179 | 39,392 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,938,392 | 108,226 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,318,751 | 36,093 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,828,679 | 34,362 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,999,386 | 33,260 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,688,886 | 34,664 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,005,635 | 27,957 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,869,329 | 26,659 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,847,950 | 28,553 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,004,794 | 28,538 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,610,081 | 23,140 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,406,293 | 145,726 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,167,352 | 134,814 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $8,992,547 | 126,105 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $1,472,315 | 20,305 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,359,187 | 19,819 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $12,394 | 200 | Call | Sole | 2021-12-03 | |
| 2021-09-30 | $1,000 | 600 | Put | Sole | 2021-12-03 | |
| 2021-09-30 | $1,227,749 | 19,812 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $3,000 | 2,000 | Put | Sole | 2021-08-17 | |
| 2021-06-30 | $1,070,421 | 17,690 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $758,600 | 12,204 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $636,967 | 10,369 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $533,850 | 9,846 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $545,099 | 10,513 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $624,721 | 11,539 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||