Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$473,190
-$12,016 QoQ
Shares Held
4,944
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,442
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, 2026SteelPeak Wealth, LLC holds $16,964,479 across 7 Utilities - Regulated Electric names. SO ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
80,295 | $7,047,492 | |
| 2 | AEP |
American Electric Power Co Inc
|
30,784 | $4,211,559 | |
| 3 | AEE |
Ameren Corp
|
32,325 | $3,654,018 | |
| 4 | ES |
Eversource Energy
|
9,798 | $708,101 | |
| 5 | EIX |
Edison International
|
6,568 | $488,987 | |
| 6 | SO |
Southern Co
This page
|
4,944 | $473,190 | |
| 7 | DUK |
Duke Energy CORP
|
3,011 | $381,132 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,190 | 4,944 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $485,206 | 5,027 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $425,710 | 4,882 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $498,774 | 5,263 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $839,234 | 9,139 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $661,764 | 7,197 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,190,558 | 38,758 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,737,720 | 96,892 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $468,988 | 6,046 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $633,105 | 8,825 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $606,117 | 8,644 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $874,561 | 13,513 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $354,622 | 5,048 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $287,504 | 4,132 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $295,066 | 4,132 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $280,976 | 4,132 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $604,280 | 8,474 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $299,611 | 4,132 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $703,287 | 10,255 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $261,327 | 4,217 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $255,170 | 4,217 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $262,128 | 4,217 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $658,283 | 10,716 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $595,552 | 10,984 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $756,698 | 14,594 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,200,608 | 22,176 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||