Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$703,372
+$212,182 QoQ
Shares Held
7,349
+44.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,209
of 2,360 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealth Quarterback LLC holds $3,356,106 across 6 Utilities - Regulated Electric names. SO ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
15,553 | $1,262,281 | |
| 2 | SO |
Southern Co
This page
|
7,349 | $703,372 | |
| 3 | D |
Dominion Energy, Inc
|
7,525 | $513,882 | |
| 4 | DUK |
Duke Energy CORP
|
2,466 | $312,146 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,263 | $309,601 | |
| 6 | ES |
Eversource Energy
|
3,526 | $254,824 |
All Filings in SO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,372 | 7,349 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $491,190 | 5,089 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $399,986 | 4,587 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $400,024 | 4,221 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $444,181 | 4,837 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $467,014 | 5,079 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $395,300 | 4,802 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $454,777 | 5,043 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $406,466 | 5,240 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $390,696 | 5,446 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $361,118 | 5,150 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $250,207 | 3,866 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $263,718 | 3,754 | Shares | Sole | 2023-08-10 | |
| 2021-09-30 | $164,724 | 10,265 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $167,552 | 2,769 | Shares | Sole | 2021-08-11 | |
| 2020-03-31 | $200,155 | 3,697 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||