Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$734,861
-$7,860 QoQ
Shares Held
7,678
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,193
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, 2026WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. SO ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
30,300 | $2,659,431 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
22,729 | $2,654,065 | |
| 3 | DUK |
Duke Energy CORP
|
18,450 | $2,335,401 | |
| 4 | NGG |
National Grid PLC
|
22,309 | $1,848,746 | |
| 5 | FE |
Firstenergy Corp
|
37,597 | $1,787,361 | |
| 6 | PPL |
PPL Corp
|
34,332 | $1,247,968 | |
| 7 | XEL |
Xcel Energy Inc
|
12,129 | $973,958 | |
| 8 | SO |
Southern Co
This page
|
7,678 | $734,861 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,861 | 7,678 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $742,721 | 7,695 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $706,668 | 8,104 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $733,235 | 7,737 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $811,409 | 8,836 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $983,129 | 10,692 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $880,659 | 10,698 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $965,286 | 10,704 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,213,892 | 15,649 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,320,876 | 18,412 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,258,794 | 17,952 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,168,649 | 18,057 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,228,602 | 17,489 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,231,844 | 17,704 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,211,970 | 16,972 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,109,284 | 16,313 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,134,255 | 15,906 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $1,275,957 | 17,597 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,200,834 | 17,510 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $998,026 | 16,105 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $971,730 | 16,059 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $815,974 | 13,127 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $891,225 | 14,508 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $633,126 | 11,677 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $558,424 | 10,770 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $422,562 | 7,805 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||