Position in SO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,967,797
+$686,012 QoQ
Shares Held
20,560
+54.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#765
of 2,360 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $2,612,994 across 2 Utilities - Regulated Electric names. SO ranks #1 (75.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
20,560 | $1,967,797 | |
| 2 | NEE |
Nextera Energy Inc
|
7,351 | $645,197 |
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,967,797 | 20,560 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,281,785 | 13,280 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,374,184 | 15,759 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,943,164 | 20,504 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $1,662,915 | 18,085 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,496,989 | 18,185 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,634,422 | 18,124 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,435,200 | 18,502 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,313,846 | 18,314 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,280,741 | 18,265 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,482,994 | 22,914 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,612,869 | 22,959 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,817,986 | 26,128 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,654,575 | 65,181 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,468,960 | 65,720 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,470,412 | 20,620 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,491,530 | 20,570 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,403,969 | 20,472 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,263,692 | 20,392 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,231,983 | 20,360 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $868,250 | 13,968 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $861,125 | 14,018 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $263,292 | 4,856 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,129,500 | 21,784 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $280,824 | 5,187 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||