Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$772,283
+$58,229 QoQ
Shares Held
8,069
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,167
of 2,360 holders
Holding Since
Jun 2020
24 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, 2026Keebeck Wealth Management holds $6,920,573 across 7 Utilities - Regulated Electric names. SO ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
30,280 | $3,535,795 | |
| 2 | NEE |
Nextera Energy Inc
|
14,475 | $1,270,470 | |
| 3 | SO |
Southern Co
This page
|
8,069 | $772,283 | |
| 4 | ED |
Consolidated Edison Inc
|
3,633 | $401,918 | |
| 5 | DUK |
Duke Energy CORP
|
2,968 | $375,689 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,169 | $296,740 | |
| 7 | AEE |
Ameren Corp
|
2,368 | $267,678 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,283 | 8,069 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $714,054 | 7,398 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $523,374 | 6,002 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $567,482 | 5,988 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $537,940 | 5,858 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $495,702 | 5,391 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $418,926 | 5,089 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $310,670 | 3,445 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $266,375 | 3,434 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $228,922 | 3,191 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $224,594 | 3,203 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $273,377 | 4,224 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $296,736 | 4,224 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $342,611 | 4,924 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $445,812 | 6,243 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $420,240 | 6,180 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $333,730 | 4,680 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $339,346 | 4,680 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $236,943 | 3,455 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $214,106 | 3,455 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $262,250 | 4,334 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $269,401 | 4,334 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $266,237 | 4,334 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $29,398 | 567 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||