Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$397,673
-$420,140 QoQ
Shares Held
4,155
-51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,552
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, 2026Aberdeen Wealth Management LLC holds $1,519,307 across 13 Utilities - Regulated Electric names. SO ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,563 | $624,261 | |
| 2 | SO |
Southern Co
This page
|
4,155 | $397,673 | |
| 3 | EIX |
Edison International
|
1,563 | $116,362 | |
| 4 | DUK |
Duke Energy CORP
|
725 | $91,770 | |
| 5 | XEL |
Xcel Energy Inc
|
800 | $64,240 | |
| 6 | EXC |
Exelon Corp
|
1,089 | $50,767 | |
| 7 | NEE |
Nextera Energy Inc
|
400 | $35,108 | |
| 8 | AEE |
Ameren Corp
|
309 | $34,929 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,673 | 4,155 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $817,813 | 8,473 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $765,005 | 8,773 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $869,988 | 9,180 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $842,632 | 9,176 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $843,273 | 9,171 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $754,627 | 9,167 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $896,208 | 9,938 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $793,851 | 10,234 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $791,220 | 11,029 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $751,966 | 10,724 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $713,149 | 11,019 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $773,733 | 11,014 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $786,880 | 11,309 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $825,071 | 11,554 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $785,332 | 11,549 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $823,273 | 11,545 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $836,837 | 11,541 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $791,138 | 11,536 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $733,229 | 11,832 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $728,963 | 12,047 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $748,592 | 12,043 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $760,073 | 12,373 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $652,429 | 12,033 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $670,472 | 12,931 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $687,199 | 12,693 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||